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
2551
$317K ﹤0.01%
5,641
-398
2552
$317K ﹤0.01%
4,824
-768
2553
$317K ﹤0.01%
10,318
-2,294
2554
$317K ﹤0.01%
16,544
-7,986
2555
$316K ﹤0.01%
8,722
-84
2556
$316K ﹤0.01%
13,721
+5,684
2557
$315K ﹤0.01%
11,490
-4
2558
$315K ﹤0.01%
8,423
-1,335
2559
$314K ﹤0.01%
+5,131
2560
$314K ﹤0.01%
5,851
-198
2561
$314K ﹤0.01%
40,092
-10,104
2562
$313K ﹤0.01%
12,847
+1,852
2563
$313K ﹤0.01%
6,576
-2,283
2564
$312K ﹤0.01%
9,566
+70
2565
$312K ﹤0.01%
3,299
-32
2566
$311K ﹤0.01%
6,655
-939
2567
$311K ﹤0.01%
12,611
+1,288
2568
$311K ﹤0.01%
4,744
-1,019
2569
$311K ﹤0.01%
2,603
+1,186
2570
$311K ﹤0.01%
19,175
-763
2571
$310K ﹤0.01%
48,861
-17,516
2572
$309K ﹤0.01%
30,457
-1,033
2573
$309K ﹤0.01%
34,037
-1,451
2574
$308K ﹤0.01%
25,987
-2,000
2575
$307K ﹤0.01%
10,137
+1,866
101 102
103
104 105