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
2601
$297K ﹤0.01%
+1,426
2602
$296K ﹤0.01%
1,655
-2,165
2603
$296K ﹤0.01%
16,927
-9,249
2604
$295K ﹤0.01%
23,826
+2,680
2605
$294K ﹤0.01%
4,246
+324
2606
$294K ﹤0.01%
8,925
-925
2607
$294K ﹤0.01%
8,657
+1,199
2608
$294K ﹤0.01%
18,064
+5,161
2609
$294K ﹤0.01%
7,496
+463
2610
$294K ﹤0.01%
8,426
-230
2611
$294K ﹤0.01%
9,348
-137
2612
$293K ﹤0.01%
25,965
+3,508
2613
$292K ﹤0.01%
12,125
-1,116
2614
$291K ﹤0.01%
+10,995
2615
$291K ﹤0.01%
1,470
2616
$290K ﹤0.01%
5,333
-99
2617
$290K ﹤0.01%
3,863
-559
2618
$289K ﹤0.01%
1,899
-115
2619
$289K ﹤0.01%
1,542
+228
2620
$289K ﹤0.01%
7,030
-189
2621
$289K ﹤0.01%
38,161
-279,531
2622
$288K ﹤0.01%
6,711
+179
2623
$288K ﹤0.01%
19,977
-4,182
2624
$288K ﹤0.01%
6,263
+161
2625
$288K ﹤0.01%
+17,190
103 104
105
106 107