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
2726
$252K ﹤0.01%
31,365
-13,875
2727
$252K ﹤0.01%
57,273
+2,735
2728
$252K ﹤0.01%
+2,801
2729
$252K ﹤0.01%
18,008
2730
$252K ﹤0.01%
28,633
-5,443
2731
$252K ﹤0.01%
1,653
-1,523
2732
$251K ﹤0.01%
12,741
-153
2733
$251K ﹤0.01%
11,212
-110
2734
$250K ﹤0.01%
1,111
+208
2735
$250K ﹤0.01%
+2,386
2736
$249K ﹤0.01%
+2,050
2737
$249K ﹤0.01%
7,756
-44
2738
$249K ﹤0.01%
4,081
+24
2739
$249K ﹤0.01%
+7,864
2740
$249K ﹤0.01%
5,050
+460
2741
$249K ﹤0.01%
17,260
-1,392
2742
$249K ﹤0.01%
42,853
2743
$249K ﹤0.01%
2,949
-32,511
2744
$249K ﹤0.01%
+10,533
2745
$248K ﹤0.01%
5,334
+585
2746
$248K ﹤0.01%
10,795
+769
2747
$248K ﹤0.01%
29,128
+466
2748
$247K ﹤0.01%
+5,017
2749
$247K ﹤0.01%
+8,640
2750
$247K ﹤0.01%
3,267
-296
108 109
110
111 112