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 4.97%
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
1551
$1.16M ﹤0.01%
2,125
+1,554
1552
$1.16M ﹤0.01%
6,490
-2,709
1553
$1.16M ﹤0.01%
69,841
-9,131
1554
$1.15M ﹤0.01%
2,556
-3,045
1555
$1.15M ﹤0.01%
70,864
+1,145
1556
$1.15M ﹤0.01%
8,652
-525
1557
$1.15M ﹤0.01%
42,663
-30,854
1558
$1.14M ﹤0.01%
12,971
-2,186
1559
$1.14M ﹤0.01%
5,256
-15,485
1560
$1.14M ﹤0.01%
18,502
+14,591
1561
$1.14M ﹤0.01%
26,832
+956
1562
$1.14M ﹤0.01%
11,233
-4,628
1563
$1.14M ﹤0.01%
31,772
-1,628
1564
$1.13M ﹤0.01%
117,691
-5,481
1565
$1.13M ﹤0.01%
20,890
-1,230
1566
$1.13M ﹤0.01%
20,329
-2,043
1567
$1.13M ﹤0.01%
114,048
-8,920
1568
$1.13M ﹤0.01%
24,202
+183
1569
$1.12M ﹤0.01%
77,792
-1,499
1570
$1.12M ﹤0.01%
80,673
-8,792
1571
$1.12M ﹤0.01%
57,088
-5,420
1572
$1.12M ﹤0.01%
80,295
-1,788
1573
$1.12M ﹤0.01%
18,732
-3,397
1574
$1.12M ﹤0.01%
34,686
-1,440
1575
$1.12M ﹤0.01%
49,987
-5,000
61 62
63
64 65