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
2426
$377K ﹤0.01%
9,309
-582
2427
$375K ﹤0.01%
38,777
+8,421
2428
$375K ﹤0.01%
11,141
+286
2429
$375K ﹤0.01%
2,085
+74
2430
$374K ﹤0.01%
36,058
-2,164
2431
$374K ﹤0.01%
8,125
-727
2432
$374K ﹤0.01%
10,484
+589
2433
$373K ﹤0.01%
37,756
-1,164
2434
$372K ﹤0.01%
20,473
-457
2435
$372K ﹤0.01%
18,534
-249,526
2436
$372K ﹤0.01%
18,513
+8,018
2437
$372K ﹤0.01%
1,691
-14
2438
$370K ﹤0.01%
3,973
-4,884
2439
$370K ﹤0.01%
11,513
+3,822
2440
$369K ﹤0.01%
10,806
-845
2441
$368K ﹤0.01%
10,270
2442
$368K ﹤0.01%
6,409
-78
2443
$368K ﹤0.01%
36,135
+2,819
2444
$367K ﹤0.01%
3,793
+135
2445
$367K ﹤0.01%
1,132
-213
2446
$367K ﹤0.01%
16,957
+330
2447
$366K ﹤0.01%
10,207
+276
2448
$365K ﹤0.01%
20,824
+3,680
2449
$365K ﹤0.01%
22,756
-7,314
2450
$364K ﹤0.01%
8,266
-1,819
96 97
98
99 100