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
2501
$341K ﹤0.01%
67,071
-24,975
2502
$341K ﹤0.01%
16,897
-853
2503
$340K ﹤0.01%
6,220
+8
2504
$340K ﹤0.01%
13,529
-2,980
2505
$339K ﹤0.01%
5,777
+129
2506
$339K ﹤0.01%
18,791
-1,150
2507
$339K ﹤0.01%
6,643
-162
2508
$339K ﹤0.01%
9,399
-2,244
2509
$338K ﹤0.01%
27,275
-2,129
2510
$338K ﹤0.01%
4,005
+47
2511
$336K ﹤0.01%
7,306
-9,564
2512
$334K ﹤0.01%
31,042
-1,869
2513
$334K ﹤0.01%
4,033
-887
2514
$332K ﹤0.01%
17,145
-1,894
2515
$332K ﹤0.01%
11,070
-2,950
2516
$332K ﹤0.01%
11,552
-148
2517
$331K ﹤0.01%
2,510
-124
2518
$331K ﹤0.01%
1,595
-80
2519
$330K ﹤0.01%
11,864
+2,483
2520
$330K ﹤0.01%
3,886
+575
2521
$329K ﹤0.01%
1,704
+59
2522
$329K ﹤0.01%
27,586
-344
2523
$329K ﹤0.01%
46,248
-942
2524
$329K ﹤0.01%
46,142
+30,365
2525
$328K ﹤0.01%
13,494
-1,983
99 100
101
102 103