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
3026
$106K ﹤0.01%
19,154
+3,399
3027
$106K ﹤0.01%
15,357
-12,304
3028
$103K ﹤0.01%
34,124
-2,160
3029
$102K ﹤0.01%
28,755
+2,450
3030
$101K ﹤0.01%
12,418
3031
$100K ﹤0.01%
13,514
-11,804
3032
$99K ﹤0.01%
10,557
3033
$99K ﹤0.01%
+12,064
3034
$98K ﹤0.01%
12,339
3035
$97K ﹤0.01%
+10,578
3036
$96K ﹤0.01%
24,702
-14,521
3037
$96K ﹤0.01%
11,100
-1,342
3038
$95K ﹤0.01%
16,000
+1,064
3039
$95K ﹤0.01%
22,641
+3,642
3040
$94K ﹤0.01%
19,242
-6,047
3041
$94K ﹤0.01%
14,696
+1,500
3042
$94K ﹤0.01%
46,621
-6,500
3043
$93K ﹤0.01%
47,220
-30,580
3044
$93K ﹤0.01%
10,405
3045
$93K ﹤0.01%
69,384
-12,150
3046
$92K ﹤0.01%
+10,987
3047
$92K ﹤0.01%
19,232
-9,996
3048
$87K ﹤0.01%
24,085
-1,368
3049
$87K ﹤0.01%
11,624
-89
3050
$86K ﹤0.01%
11,926
120 121
122
123 124