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 4.96%
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
2826
$223K ﹤0.01%
9,789
-475
2827
$222K ﹤0.01%
36,135
+1,247
2828
$222K ﹤0.01%
+9,842
2829
$222K ﹤0.01%
4,989
+37
2830
$221K ﹤0.01%
3,199
-826
2831
$220K ﹤0.01%
+10,246
2832
$220K ﹤0.01%
3,632
-45
2833
$220K ﹤0.01%
+34,324
2834
$220K ﹤0.01%
5,546
-1,328
2835
$219K ﹤0.01%
5,673
-1,006
2836
$219K ﹤0.01%
9,216
-604
2837
$219K ﹤0.01%
15,147
-283
2838
$218K ﹤0.01%
2,838
-3,202
2839
$218K ﹤0.01%
6,789
-1,082
2840
$218K ﹤0.01%
20,259
-2,177
2841
$218K ﹤0.01%
+4,073
2842
$218K ﹤0.01%
7,631
-2,530
2843
$218K ﹤0.01%
11,670
+327
2844
$217K ﹤0.01%
+5,985
2845
$216K ﹤0.01%
9,136
+109
2846
$215K ﹤0.01%
21,273
-4,052
2847
$214K ﹤0.01%
7,126
-274
2848
$213K ﹤0.01%
659
-33
2849
$213K ﹤0.01%
26,334
-4,660
2850
$213K ﹤0.01%
13,031
-1,522
112 113
114
115 116