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
3001
$127K ﹤0.01%
32,874
-3,666
3002
$127K ﹤0.01%
12,064
-780
3003
$124K ﹤0.01%
13,000
-1,000
3004
$123K ﹤0.01%
+13,665
3005
$122K ﹤0.01%
11,824
+722
3006
$121K ﹤0.01%
20,239
3007
$120K ﹤0.01%
13,476
-16,673
3008
$120K ﹤0.01%
19,368
-1,582
3009
$119K ﹤0.01%
11,134
3010
$118K ﹤0.01%
155,787
+56,257
3011
$117K ﹤0.01%
25,886
+4,000
3012
$116K ﹤0.01%
10,759
-6,516
3013
$116K ﹤0.01%
11,926
-2,945
3014
$114K ﹤0.01%
11,000
-433
3015
$114K ﹤0.01%
+16,332
3016
$114K ﹤0.01%
20,627
-510
3017
$112K ﹤0.01%
+2,378
3018
$112K ﹤0.01%
53,358
+19,383
3019
$111K ﹤0.01%
11,857
-670
3020
$109K ﹤0.01%
24,189
+25
3021
$109K ﹤0.01%
16,422
+158
3022
$109K ﹤0.01%
19,915
-1
3023
$109K ﹤0.01%
13,945
-3,615
3024
$107K ﹤0.01%
10,816
-4,500
3025
$106K ﹤0.01%
16,617
119 120
121
122 123