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
1576
$1.12M ﹤0.01%
+10,165
1577
$1.12M ﹤0.01%
17,083
+2,131
1578
$1.12M ﹤0.01%
19,233
-1,867
1579
$1.11M ﹤0.01%
14,268
+17
1580
$1.11M ﹤0.01%
21,103
-135
1581
$1.11M ﹤0.01%
43,326
-486
1582
$1.11M ﹤0.01%
35,830
+7,616
1583
$1.1M ﹤0.01%
53,979
-4,225
1584
$1.1M ﹤0.01%
54,808
-4,866
1585
$1.1M ﹤0.01%
34,861
+763
1586
$1.1M ﹤0.01%
14,131
+75
1587
$1.1M ﹤0.01%
58,635
-1,885
1588
$1.1M ﹤0.01%
40,038
-3,577
1589
$1.1M ﹤0.01%
45,473
-798
1590
$1.1M ﹤0.01%
+34,876
1591
$1.09M ﹤0.01%
17,387
+2,289
1592
$1.09M ﹤0.01%
38,862
+3,989
1593
$1.09M ﹤0.01%
78,533
+1,660
1594
$1.09M ﹤0.01%
9,656
-1,232
1595
$1.08M ﹤0.01%
55,501
-7,530
1596
$1.08M ﹤0.01%
100,547
-9,643
1597
$1.08M ﹤0.01%
21,758
+266
1598
$1.08M ﹤0.01%
3,283
+1,146
1599
$1.08M ﹤0.01%
1,069
-675
1600
$1.08M ﹤0.01%
39,745
+116
62 63
64
65 66