Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$79.6M
2
+$46.6M
3
+$37.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$36.4M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$29.2M

Top Sells

1
+$62.6M
2
+$58.7M
3
+$47.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$31.8M
5
AAPL icon
Apple
AAPL
+$23.1M

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
2476
$351K ﹤0.01%
15,173
-3,665
2477
$351K ﹤0.01%
34,063
-5,847
2478
$351K ﹤0.01%
+13,632
2479
$351K ﹤0.01%
784
+29
2480
$351K ﹤0.01%
25,018
2481
$350K ﹤0.01%
60,706
-10,419
2482
$350K ﹤0.01%
21,073
-370
2483
$349K ﹤0.01%
+8,610
2484
$348K ﹤0.01%
2,257
+177
2485
$348K ﹤0.01%
10,728
-162,724
2486
$348K ﹤0.01%
12,262
+2,891
2487
$347K ﹤0.01%
+4,154
2488
$347K ﹤0.01%
+12,493
2489
$346K ﹤0.01%
14,565
+1,073
2490
$346K ﹤0.01%
22,322
-3,523
2491
$345K ﹤0.01%
14,183
-8,804
2492
$344K ﹤0.01%
6,638
+1,798
2493
$344K ﹤0.01%
22,799
-548
2494
$344K ﹤0.01%
19,116
+278
2495
$344K ﹤0.01%
14,471
-3,274
2496
$343K ﹤0.01%
12,560
-4,830
2497
$343K ﹤0.01%
5,371
-5,450
2498
$343K ﹤0.01%
+3,162
2499
$342K ﹤0.01%
4,252
+638
2500
$341K ﹤0.01%
17,062
+126
98 99
100
101 102