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
3126
$30K ﹤0.01%
72,575
+35,000
3127
$29K ﹤0.01%
+26,300
3128
$29K ﹤0.01%
1,247
+250
3129
$29K ﹤0.01%
1,301
-402
3130
$28K ﹤0.01%
10,000
3131
$28K ﹤0.01%
87,060
-5,000
3132
$26K ﹤0.01%
10,422
-6,632
3133
$24K ﹤0.01%
1,420
-173
3134
$24K ﹤0.01%
813
-34
3135
$24K ﹤0.01%
122,280
-6,800
3136
$23K ﹤0.01%
+11,331
3137
$22K ﹤0.01%
21,822
-6,383
3138
$21K ﹤0.01%
1,329
+126
3139
$21K ﹤0.01%
19,926
-339
3140
$21K ﹤0.01%
+2,000
3141
$20K ﹤0.01%
11,867
-3,750
3142
$20K ﹤0.01%
25,899
-700
3143
$18K ﹤0.01%
16,536
-747
3144
$18K ﹤0.01%
1,751
+395
3145
$17K ﹤0.01%
980
-570
3146
$17K ﹤0.01%
10,513
3147
$17K ﹤0.01%
1,099
3148
$17K ﹤0.01%
30,574
-280
3149
$16K ﹤0.01%
14,108
+870
3150
$16K ﹤0.01%
21,448
-4,500
124 125
126
127 128