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
1626
$1.04M ﹤0.01%
6,760
+3,135
1627
$1.04M ﹤0.01%
66,273
+12,006
1628
$1.04M ﹤0.01%
21,942
+12,375
1629
$1.04M ﹤0.01%
22,948
+18
1630
$1.04M ﹤0.01%
11,900
-2,106
1631
$1.04M ﹤0.01%
20,855
+4,725
1632
$1.04M ﹤0.01%
44,074
-1,350
1633
$1.04M ﹤0.01%
+37,459
1634
$1.04M ﹤0.01%
14,085
-5,479
1635
$1.04M ﹤0.01%
24,695
1636
$1.04M ﹤0.01%
57,278
-2,982
1637
$1.03M ﹤0.01%
11,774
-220
1638
$1.03M ﹤0.01%
40,057
-9,665
1639
$1.03M ﹤0.01%
13,337
+6,292
1640
$1.03M ﹤0.01%
20,259
-200
1641
$1.03M ﹤0.01%
72,608
+52,090
1642
$1.02M ﹤0.01%
32,012
-1,917
1643
$1.02M ﹤0.01%
31,234
+9,197
1644
$1.02M ﹤0.01%
158,268
+76,119
1645
$1.02M ﹤0.01%
15,556
-296
1646
$1.02M ﹤0.01%
15,267
-8,022
1647
$1.02M ﹤0.01%
81,185
-6,333
1648
$1.02M ﹤0.01%
+29,093
1649
$1.01M ﹤0.01%
9,357
-411
1650
$1.01M ﹤0.01%
158,482
+1,380
64 65
66
67 68