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
2926
$186K ﹤0.01%
19,558
+9,263
2927
$185K ﹤0.01%
+11,432
2928
$185K ﹤0.01%
56,356
+44,682
2929
$184K ﹤0.01%
35,654
+1,006
2930
$183K ﹤0.01%
22,806
+1,035
2931
$182K ﹤0.01%
12,113
-78
2932
$181K ﹤0.01%
31,626
-2,709
2933
$181K ﹤0.01%
36,521
-5,420
2934
$179K ﹤0.01%
17,233
-4,214
2935
$178K ﹤0.01%
35,040
+3,202
2936
$177K ﹤0.01%
11,918
2937
$176K ﹤0.01%
116,239
+290
2938
$175K ﹤0.01%
21,516
+169
2939
$174K ﹤0.01%
19,531
+546
2940
$173K ﹤0.01%
+12,365
2941
$170K ﹤0.01%
+11,871
2942
$170K ﹤0.01%
88,875
+13,224
2943
$170K ﹤0.01%
+10,527
2944
$168K ﹤0.01%
+11,921
2945
$168K ﹤0.01%
22,980
+24
2946
$168K ﹤0.01%
117,790
-5,128
2947
$168K ﹤0.01%
96,044
+23,315
2948
$167K ﹤0.01%
12,375
-1,076
2949
$165K ﹤0.01%
+16,166
2950
$165K ﹤0.01%
23,799
+8,574
116 117
118
119 120