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
2876
$206K ﹤0.01%
+8,595
2877
$206K ﹤0.01%
6,841
-3,861
2878
$206K ﹤0.01%
9,396
-793
2879
$206K ﹤0.01%
+4,494
2880
$206K ﹤0.01%
+3,490
2881
$205K ﹤0.01%
18,800
+3,885
2882
$205K ﹤0.01%
15,183
-1,410
2883
$205K ﹤0.01%
+6,068
2884
$205K ﹤0.01%
4,622
-100
2885
$205K ﹤0.01%
76,057
-3,080
2886
$204K ﹤0.01%
+9,560
2887
$204K ﹤0.01%
+15,192
2888
$203K ﹤0.01%
2,250
-819
2889
$203K ﹤0.01%
16,320
-1,087
2890
$203K ﹤0.01%
6,921
-3,968
2891
$203K ﹤0.01%
8,440
-266
2892
$203K ﹤0.01%
+852
2893
$203K ﹤0.01%
+719
2894
$202K ﹤0.01%
15,881
-4,809
2895
$202K ﹤0.01%
+5,167
2896
$201K ﹤0.01%
19,777
2897
$201K ﹤0.01%
+3,668
2898
$201K ﹤0.01%
15,514
2899
$201K ﹤0.01%
2,777
-1,211
2900
$201K ﹤0.01%
65,290
+12,560
114 115
116
117 118