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
2626
$287K ﹤0.01%
45,189
+7,265
2627
$287K ﹤0.01%
20,592
-585
2628
$287K ﹤0.01%
+6,179
2629
$286K ﹤0.01%
9,805
+1,644
2630
$285K ﹤0.01%
4,786
-68
2631
$285K ﹤0.01%
2,328
-289
2632
$284K ﹤0.01%
14,580
-2,883
2633
$284K ﹤0.01%
+7,170
2634
$284K ﹤0.01%
+5,590
2635
$284K ﹤0.01%
2,944
+154
2636
$284K ﹤0.01%
10,109
2637
$283K ﹤0.01%
7,093
+1,163
2638
$283K ﹤0.01%
32,369
+9,350
2639
$283K ﹤0.01%
26,074
+2,971
2640
$282K ﹤0.01%
15,246
-779
2641
$282K ﹤0.01%
2,882
-1,995
2642
$281K ﹤0.01%
+10,800
2643
$281K ﹤0.01%
+18,383
2644
$281K ﹤0.01%
3,917
+131
2645
$280K ﹤0.01%
5,444
+6
2646
$280K ﹤0.01%
41,856
+2,589
2647
$280K ﹤0.01%
7,662
-124
2648
$280K ﹤0.01%
+5,870
2649
$280K ﹤0.01%
6,494
-422
2650
$278K ﹤0.01%
27,775
-1,046
104 105
106
107 108