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
3176
$3K ﹤0.01%
5,040
-107
3177
$3K ﹤0.01%
10,075
-10,000
3178
$3K ﹤0.01%
10,374
3179
$2K ﹤0.01%
10,500
3180
$1K ﹤0.01%
10,550
3181
$1K ﹤0.01%
24,304
-49,096
3182
– –
-24,257
3183
– –
-21,362
3184
– –
-24,697
3185
– –
-60,766
3186
– –
-13,674
3187
– –
-142,533
3188
– –
-50,397
3189
– –
-273,729
3190
– –
-17,543
3191
– –
-60,803
3192
– –
-9,980
3193
– –
-22,178
3194
– –
-17,469
3195
– –
-45,202
3196
– –
-12,980
3197
– –
-16,629
3198
– –
-45,352
3199
– –
-11,461
3200
– –
-1,450
126 127
128
129 130