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
2701
$261K ﹤0.01%
27,626
-2,778
2702
$260K ﹤0.01%
8,760
-24,598
2703
$260K ﹤0.01%
2,640
+10
2704
$260K ﹤0.01%
11,523
-245
2705
$259K ﹤0.01%
26,414
+363
2706
$258K ﹤0.01%
+10,807
2707
$258K ﹤0.01%
2,728
-68
2708
$257K ﹤0.01%
1,447
+5
2709
$257K ﹤0.01%
15,614
-3,049
2710
$257K ﹤0.01%
107,645
-14,995
2711
$256K ﹤0.01%
7,753
-2,239
2712
$256K ﹤0.01%
2,877
-67
2713
$256K ﹤0.01%
10,110
-106
2714
$255K ﹤0.01%
7,912
+401
2715
$254K ﹤0.01%
6,514
+382
2716
$254K ﹤0.01%
11,008
2717
$254K ﹤0.01%
+7,811
2718
$253K ﹤0.01%
3,102
+1,092
2719
$253K ﹤0.01%
10,282
+560
2720
$253K ﹤0.01%
9,090
-210
2721
$252K ﹤0.01%
5,346
+883
2722
$252K ﹤0.01%
+11,066
2723
$252K ﹤0.01%
1,476
-3,880
2724
$252K ﹤0.01%
2,804
-406
2725
$252K ﹤0.01%
6,908
-50,477
107 108
109
110 111