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
3101
$47K ﹤0.01%
10,000
3102
$46K ﹤0.01%
14,143
-33,230
3103
$46K ﹤0.01%
121,750
-6,110
3104
$45K ﹤0.01%
10,000
3105
$45K ﹤0.01%
15,150
-1,880
3106
$44K ﹤0.01%
41,873
+26,535
3107
$44K ﹤0.01%
2,807
-500
3108
$43K ﹤0.01%
13,833
3109
$42K ﹤0.01%
28,208
-1,500
3110
$41K ﹤0.01%
17,933
+356
3111
$41K ﹤0.01%
25,209
-8,007
3112
$39K ﹤0.01%
11,961
-2,912
3113
$39K ﹤0.01%
27,780
3114
$38K ﹤0.01%
12,500
-10,100
3115
$37K ﹤0.01%
59,489
-41,171
3116
$36K ﹤0.01%
+11,811
3117
$35K ﹤0.01%
10,625
-200
3118
$34K ﹤0.01%
10,327
3119
$34K ﹤0.01%
499
-34
3120
$33K ﹤0.01%
1,705
-57
3121
$32K ﹤0.01%
10,184
-3,735
3122
$32K ﹤0.01%
11,341
-1,243
3123
$32K ﹤0.01%
+14,934
3124
$30K ﹤0.01%
10,592
-5,125
3125
$30K ﹤0.01%
16,184
-1,789
123 124
125
126 127