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
2751
$247K ﹤0.01%
3,032
-94
2752
$246K ﹤0.01%
50,450
+9,700
2753
$245K ﹤0.01%
+10,263
2754
$245K ﹤0.01%
+3,268
2755
$245K ﹤0.01%
+7,574
2756
$244K ﹤0.01%
+8,396
2757
$244K ﹤0.01%
+5,671
2758
$244K ﹤0.01%
63,113
+3,100
2759
$244K ﹤0.01%
2,822
-111
2760
$243K ﹤0.01%
+21,853
2761
$243K ﹤0.01%
6,425
2762
$243K ﹤0.01%
19,173
2763
$243K ﹤0.01%
12,875
-2,916
2764
$242K ﹤0.01%
3,881
-619
2765
$242K ﹤0.01%
11,188
-43
2766
$242K ﹤0.01%
7,507
-656
2767
$241K ﹤0.01%
4,234
-6,151
2768
$241K ﹤0.01%
5,142
-225
2769
$241K ﹤0.01%
4,251
-1,171
2770
$241K ﹤0.01%
39,699
-1,479
2771
$241K ﹤0.01%
+9,848
2772
$241K ﹤0.01%
+8,855
2773
$240K ﹤0.01%
11,908
-1,764
2774
$240K ﹤0.01%
8,511
+540
2775
$240K ﹤0.01%
1,257
+165
109 110
111
112 113