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
$3.62B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,521
New
Increased
Reduced
Closed

Top Sells

1 +$14.8M
2 +$12.8M
3 +$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$9.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.68M

Sector Composition

1 Technology 5.26%
2 Financials 5.22%
3 Healthcare 4.75%
4 Energy 4.61%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$239K 0.01%
16,504
-200
1177
$238K 0.01%
+7,995
1178
$238K 0.01%
+9,176
1179
$238K 0.01%
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1180
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1181
$236K 0.01%
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1182
$236K 0.01%
4,184
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1183
$236K 0.01%
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1184
$236K 0.01%
+13,932
1185
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+4,144
1186
$235K 0.01%
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38,062
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$234K 0.01%
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$234K 0.01%
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-290
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$233K 0.01%
34,989
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$233K 0.01%
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$232K 0.01%
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$231K 0.01%
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$231K 0.01%
15,391
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1196
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18,196
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$231K 0.01%
15,032
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1199
$231K 0.01%
+7,425
1200
$230K 0.01%
14,912