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
2651
$277K ﹤0.01%
6,315
2652
$277K ﹤0.01%
25,512
-8,614
2653
$276K ﹤0.01%
12,979
+450
2654
$276K ﹤0.01%
+6,625
2655
$275K ﹤0.01%
2,851
+42
2656
$275K ﹤0.01%
17,037
-10,245
2657
$275K ﹤0.01%
+10,378
2658
$275K ﹤0.01%
9,160
-215
2659
$274K ﹤0.01%
11,576
-4,432
2660
$273K ﹤0.01%
1,373
-28
2661
$273K ﹤0.01%
895
-1,312
2662
$272K ﹤0.01%
8,953
-596
2663
$272K ﹤0.01%
+11,250
2664
$272K ﹤0.01%
47,603
+6,666
2665
$272K ﹤0.01%
18,984
+139
2666
$272K ﹤0.01%
+5,772
2667
$272K ﹤0.01%
10,353
-272
2668
$271K ﹤0.01%
22,153
+7,650
2669
$271K ﹤0.01%
7,184
-415
2670
$271K ﹤0.01%
3,363
-51
2671
$271K ﹤0.01%
79,250
-32,266
2672
$271K ﹤0.01%
4,687
+91
2673
$271K ﹤0.01%
+12,586
2674
$271K ﹤0.01%
+9,272
2675
$268K ﹤0.01%
5,964
-1,977
105 106
107
108 109