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
3051
$84K ﹤0.01%
22,006
+8,154
3052
$84K ﹤0.01%
17,245
-18,178
3053
$83K ﹤0.01%
13,491
+13
3054
$83K ﹤0.01%
11,883
-170
3055
$83K ﹤0.01%
+34,425
3056
$83K ﹤0.01%
10,951
+57
3057
$82K ﹤0.01%
329,019
+18,425
3058
$81K ﹤0.01%
20,000
3059
$79K ﹤0.01%
12,888
+1,961
3060
$79K ﹤0.01%
23,361
-6,458
3061
$78K ﹤0.01%
13,500
3062
$77K ﹤0.01%
36,971
-2,424
3063
$76K ﹤0.01%
32,170
-3,500
3064
$75K ﹤0.01%
35,031
+1,031
3065
$75K ﹤0.01%
21,073
-9,246
3066
$75K ﹤0.01%
14,950
3067
$74K ﹤0.01%
1,540
+129
3068
$74K ﹤0.01%
12,899
+2,643
3069
$73K ﹤0.01%
8,661
-318
3070
$72K ﹤0.01%
85,201
3071
$72K ﹤0.01%
3,914
-5,133
3072
$70K ﹤0.01%
2,353
-1,283
3073
$70K ﹤0.01%
2,672
+582
3074
$70K ﹤0.01%
+12,954
3075
$69K ﹤0.01%
23,375
-1,299
121 122
123
124 125