Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.5B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,355
New
Increased
Reduced
Closed

Top Buys

1
+$73.8M
2
+$43.7M
3
+$34.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$34.1M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$26.9M

Top Sells

1
+$62.7M
2
+$58.8M
3
+$47.4M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$31.9M
5
AAPL icon
Apple
AAPL
+$22.2M

Sector Composition

1 Technology 10.74%
2 Financials 4.97%
3 Consumer Discretionary 4.15%
4 Healthcare 3.65%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$594K ﹤0.01%
40,853
+69
2052
$593K ﹤0.01%
70,259
+1,525
2053
$593K ﹤0.01%
13,057
-801
2054
$591K ﹤0.01%
17,367
-722
2055
$591K ﹤0.01%
82,236
+2,253
2056
$591K ﹤0.01%
31,561
-3,224
2057
$590K ﹤0.01%
24,174
-1,326
2058
$590K ﹤0.01%
13,463
-1,800
2059
$590K ﹤0.01%
33,191
-2,473
2060
$589K ﹤0.01%
17,165
+1,276
2061
$588K ﹤0.01%
5,238
-83
2062
$588K ﹤0.01%
40,618
-13,657
2063
$587K ﹤0.01%
5,264
-146
2064
$587K ﹤0.01%
10,520
+2,252
2065
$587K ﹤0.01%
3,549
-491
2066
$587K ﹤0.01%
41,913
+2,004
2067
$585K ﹤0.01%
24,551
+2,634
2068
$585K ﹤0.01%
+20,923
2069
$584K ﹤0.01%
50,195
-1,460
2070
$582K ﹤0.01%
4,499
+2,177
2071
$582K ﹤0.01%
15,234
-2,040
2072
$580K ﹤0.01%
16,171
-1,412
2073
$580K ﹤0.01%
26,123
+5,667
2074
$580K ﹤0.01%
7,035
+2,158
2075
$578K ﹤0.01%
41,585
+3,896
81 82
83
84 85