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
1601
$1.08M ﹤0.01%
21,897
-5,673
1602
$1.08M ﹤0.01%
+49,665
1603
$1.07M ﹤0.01%
22,989
+4,304
1604
$1.07M ﹤0.01%
33,908
-683
1605
$1.07M ﹤0.01%
39,514
-6,647
1606
$1.07M ﹤0.01%
10,186
-1,620
1607
$1.07M ﹤0.01%
12,697
-197
1608
$1.07M ﹤0.01%
14,535
-1,018
1609
$1.07M ﹤0.01%
102,913
-8,412
1610
$1.07M ﹤0.01%
3,478
-277
1611
$1.06M ﹤0.01%
+8,169
1612
$1.06M ﹤0.01%
17,999
-775
1613
$1.06M ﹤0.01%
19,866
+512
1614
$1.06M ﹤0.01%
27,880
+813
1615
$1.05M ﹤0.01%
31,668
-3,936
1616
$1.05M ﹤0.01%
+12,806
1617
$1.05M ﹤0.01%
29,456
-9,389
1618
$1.05M ﹤0.01%
8,645
-6,647
1619
$1.05M ﹤0.01%
375,686
-14,701
1620
$1.05M ﹤0.01%
27,899
+12,178
1621
$1.05M ﹤0.01%
+11,049
1622
$1.05M ﹤0.01%
33,648
-285
1623
$1.05M ﹤0.01%
29,182
-256
1624
$1.05M ﹤0.01%
13,360
-9,025
1625
$1.05M ﹤0.01%
46,015
-2,200
63 64
65
66 67