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
2576
$307K ﹤0.01%
4,956
-21
2577
$307K ﹤0.01%
12,518
-2,953
2578
$307K ﹤0.01%
2,831
+573
2579
$306K ﹤0.01%
9,978
-9,027
2580
$306K ﹤0.01%
25,313
-3,551
2581
$305K ﹤0.01%
17,616
-3,927
2582
$305K ﹤0.01%
6,737
+723
2583
$305K ﹤0.01%
24,784
-4,109
2584
$304K ﹤0.01%
+24,933
2585
$304K ﹤0.01%
24,746
-41
2586
$303K ﹤0.01%
15,525
-2,628
2587
$303K ﹤0.01%
6,509
-2,700
2588
$303K ﹤0.01%
21,214
-9,908
2589
$302K ﹤0.01%
26,254
+708
2590
$302K ﹤0.01%
10,259
-8,170
2591
$302K ﹤0.01%
2,303
-230
2592
$301K ﹤0.01%
+8,628
2593
$300K ﹤0.01%
16,666
+3,255
2594
$300K ﹤0.01%
19,568
-4,048
2595
$299K ﹤0.01%
17,470
-3,833
2596
$299K ﹤0.01%
13,813
+873
2597
$298K ﹤0.01%
4,471
-245
2598
$298K ﹤0.01%
79,316
2599
$298K ﹤0.01%
8,066
+832
2600
$298K ﹤0.01%
8,930
-350
102 103
104
105 106