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
2776
$239K ﹤0.01%
+6,552
2777
$239K ﹤0.01%
8,063
-248
2778
$239K ﹤0.01%
5,494
2779
$239K ﹤0.01%
21,324
-2,113
2780
$239K ﹤0.01%
32,319
-4,978
2781
$238K ﹤0.01%
46,357
-15,137
2782
$238K ﹤0.01%
26,807
+8,280
2783
$238K ﹤0.01%
11,601
+232
2784
$238K ﹤0.01%
5,467
-1,359
2785
$237K ﹤0.01%
16,542
-68
2786
$237K ﹤0.01%
18,520
-2,423
2787
$237K ﹤0.01%
+2,772
2788
$236K ﹤0.01%
4,929
-31
2789
$236K ﹤0.01%
18,561
-13,104
2790
$236K ﹤0.01%
13,791
-1,737
2791
$236K ﹤0.01%
1,787
+42
2792
$236K ﹤0.01%
16,916
+83
2793
$235K ﹤0.01%
6,228
-352
2794
$235K ﹤0.01%
+1,596
2795
$235K ﹤0.01%
10,433
+407
2796
$235K ﹤0.01%
1,726
-16
2797
$234K ﹤0.01%
10,320
+100
2798
$233K ﹤0.01%
+4,811
2799
$233K ﹤0.01%
7,948
+725
2800
$233K ﹤0.01%
1,463
+1
110 111
112
113 114