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
1651
$1.01M ﹤0.01%
+20,370
1652
$1.01M ﹤0.01%
39,919
+14,800
1653
$1.01M ﹤0.01%
+102,801
1654
$1.01M ﹤0.01%
+45,324
1655
$1M ﹤0.01%
29,685
-500
1656
$1M ﹤0.01%
+36,980
1657
$1M ﹤0.01%
25,446
+315
1658
$1M ﹤0.01%
13,965
-1,108
1659
$1M ﹤0.01%
2,834
+673
1660
$1M ﹤0.01%
17,952
+7,700
1661
$1M ﹤0.01%
31,257
+2,413
1662
$1M ﹤0.01%
19,861
+126
1663
$998K ﹤0.01%
17,064
+266
1664
$997K ﹤0.01%
43,356
-9,820
1665
$997K ﹤0.01%
21,198
+2,744
1666
$995K ﹤0.01%
17,577
-740
1667
$993K ﹤0.01%
30,176
-977
1668
$993K ﹤0.01%
81,431
+5,711
1669
$992K ﹤0.01%
8,064
-637
1670
$990K ﹤0.01%
6,676
-19,324
1671
$984K ﹤0.01%
9,663
+270
1672
$983K ﹤0.01%
30,354
+19,212
1673
$983K ﹤0.01%
20,667
-23,452
1674
$982K ﹤0.01%
39,829
+4,231
1675
$982K ﹤0.01%
105,244
-1,076
65 66
67
68 69