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
3076
$68K ﹤0.01%
15,000
3077
$68K ﹤0.01%
10,062
3078
$67K ﹤0.01%
33,355
+2,750
3079
$67K ﹤0.01%
20,164
3080
$66K ﹤0.01%
24,508
+70
3081
$65K ﹤0.01%
19,248
-538
3082
$65K ﹤0.01%
12,565
-7,389
3083
$64K ﹤0.01%
+10,464
3084
$64K ﹤0.01%
944
+44
3085
$64K ﹤0.01%
24,103
-1,546
3086
$63K ﹤0.01%
15,147
-3,396
3087
$62K ﹤0.01%
20,247
-3,241
3088
$61K ﹤0.01%
1,245
-249
3089
$59K ﹤0.01%
22,200
3090
$59K ﹤0.01%
15,838
-515,518
3091
$56K ﹤0.01%
1,113
-571
3092
$56K ﹤0.01%
31,519
-310
3093
$56K ﹤0.01%
14,480
+2,500
3094
$53K ﹤0.01%
+21,815
3095
$52K ﹤0.01%
10,757
+380
3096
$52K ﹤0.01%
88,394
-5,162
3097
$52K ﹤0.01%
439
+17
3098
$51K ﹤0.01%
21,440
-5,304
3099
$49K ﹤0.01%
11,355
-1,079
3100
$48K ﹤0.01%
22,280
122 123
124
125 126