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
3151
$15K ﹤0.01%
10,992
3152
$15K ﹤0.01%
17,423
-2,019
3153
$15K ﹤0.01%
20,000
3154
$14K ﹤0.01%
10,000
3155
$14K ﹤0.01%
155
-23
3156
$13K ﹤0.01%
14,099
-2,096
3157
$13K ﹤0.01%
289
-242
3158
$12K ﹤0.01%
700
-400
3159
$12K ﹤0.01%
1,584
-3,264
3160
$12K ﹤0.01%
871
+56
3161
$12K ﹤0.01%
878
3162
$11K ﹤0.01%
1,581
3163
$11K ﹤0.01%
10,200
3164
$10K ﹤0.01%
1,050
3165
$10K ﹤0.01%
1,635
-73
3166
$10K ﹤0.01%
12,000
3167
$9K ﹤0.01%
826
3168
$9K ﹤0.01%
1,833
3169
$7K ﹤0.01%
1,517
-28
3170
$6K ﹤0.01%
17,288
-4,900
3171
$5K ﹤0.01%
750
3172
$5K ﹤0.01%
340
-2
3173
$5K ﹤0.01%
10,800
3174
$4K ﹤0.01%
+1,598
3175
$4K ﹤0.01%
+12,500
125 126
127
128 129