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
201
$23.2M 0.1%
241,246
-7,456
202
$22.7M 0.1%
222,924
+48,597
203
$22.7M 0.1%
264,323
+74,483
204
$22.2M 0.09%
432,361
-37,023
205
$22.2M 0.09%
131,881
+9,396
206
$22.1M 0.09%
307,489
-103,382
207
$22.1M 0.09%
228,186
-130,129
208
$22M 0.09%
634,675
+98,137
209
$21.9M 0.09%
1,265,096
+145,770
210
$21.9M 0.09%
267,127
+2,924
211
$21.9M 0.09%
348,727
-56,087
212
$21.6M 0.09%
328,788
+12,870
213
$21.6M 0.09%
401,272
-19,656
214
$21.4M 0.09%
129,272
+25,234
215
$21.3M 0.09%
939,330
+256,248
216
$21.2M 0.09%
924,936
+876,113
217
$21.2M 0.09%
143,680
-24,548
218
$21M 0.09%
1,245,887
+36,186
219
$20.8M 0.09%
197,615
-4,403
220
$20.8M 0.09%
422,310
+10,491
221
$20.7M 0.09%
150,923
-5,257
222
$20.7M 0.09%
286,249
-28,375
223
$20.6M 0.09%
574,432
-39,405
224
$20.6M 0.09%
225,102
+5,168
225
$20.5M 0.09%
467,799
-8,169
7 8
9
10 11