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
2251
$459K ﹤0.01%
4,695
+776
2252
$458K ﹤0.01%
45,231
-19,858
2253
$458K ﹤0.01%
19,258
2254
$458K ﹤0.01%
63,471
+4,129
2255
$458K ﹤0.01%
5,418
+1,599
2256
$457K ﹤0.01%
32,691
+15,264
2257
$456K ﹤0.01%
16,618
+755
2258
$456K ﹤0.01%
37,565
-614
2259
$456K ﹤0.01%
5,246
-544
2260
$456K ﹤0.01%
+17,463
2261
$456K ﹤0.01%
3,240
+17
2262
$456K ﹤0.01%
14,541
+2,461
2263
$455K ﹤0.01%
9,395
-532
2264
$454K ﹤0.01%
8,692
+534
2265
$452K ﹤0.01%
38,997
-1,174
2266
$452K ﹤0.01%
15,750
-3,271
2267
$451K ﹤0.01%
5,570
+369
2268
$450K ﹤0.01%
7,760
-4,381
2269
$450K ﹤0.01%
15,073
-674
2270
$450K ﹤0.01%
19,386
-2,760
2271
$450K ﹤0.01%
1,009
-124
2272
$449K ﹤0.01%
8,942
-3,210
2273
$449K ﹤0.01%
15,905
+921
2274
$448K ﹤0.01%
29,706
+727
2275
$448K ﹤0.01%
19,997
+49
89 90
91
92 93