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
2976
$146K ﹤0.01%
17,065
-325
2977
$145K ﹤0.01%
45,684
-1,204
2978
$144K ﹤0.01%
19,984
-2,294
2979
$144K ﹤0.01%
22,303
+823
2980
$143K ﹤0.01%
12,250
+1,000
2981
$142K ﹤0.01%
28,544
-342
2982
$142K ﹤0.01%
+13,957
2983
$142K ﹤0.01%
12,286
+126
2984
$142K ﹤0.01%
+17,144
2985
$142K ﹤0.01%
34,533
+932
2986
$140K ﹤0.01%
10,426
-1,066
2987
$140K ﹤0.01%
23,824
+6,756
2988
$138K ﹤0.01%
+13,864
2989
$137K ﹤0.01%
15,125
+434
2990
$137K ﹤0.01%
10,136
-3,858
2991
$135K ﹤0.01%
14,331
-1,576
2992
$132K ﹤0.01%
19,550
+8,665
2993
$132K ﹤0.01%
10,812
+168
2994
$131K ﹤0.01%
24,785
-12,939
2995
$131K ﹤0.01%
10,645
+177
2996
$131K ﹤0.01%
+15,554
2997
$129K ﹤0.01%
+10,653
2998
$128K ﹤0.01%
1,651
-382
2999
$128K ﹤0.01%
10,620
-1,739
3000
$127K ﹤0.01%
14,316
-3,130
118 119
120
121 122