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
1676
$979K ﹤0.01%
12,965
-1,000
1677
$979K ﹤0.01%
23,384
-26,708
1678
$979K ﹤0.01%
47,262
+21,657
1679
$977K ﹤0.01%
811
+146
1680
$974K ﹤0.01%
48,822
-125,805
1681
$964K ﹤0.01%
19,995
-77
1682
$964K ﹤0.01%
10,296
-52
1683
$964K ﹤0.01%
21,952
+654
1684
$961K ﹤0.01%
19,306
-1,162
1685
$961K ﹤0.01%
83,501
+1,204
1686
$956K ﹤0.01%
36,131
-11,103
1687
$953K ﹤0.01%
54,760
+10,700
1688
$953K ﹤0.01%
26,202
+1,427
1689
$952K ﹤0.01%
+18,012
1690
$952K ﹤0.01%
35,269
-1,056
1691
$951K ﹤0.01%
+34,386
1692
$948K ﹤0.01%
34,300
+14,754
1693
$942K ﹤0.01%
58,932
-3,671
1694
$940K ﹤0.01%
36,620
+2,752
1695
$937K ﹤0.01%
24,672
-10,941
1696
$931K ﹤0.01%
45,444
-2,206
1697
$930K ﹤0.01%
14,584
-442
1698
$928K ﹤0.01%
24,059
+178
1699
$925K ﹤0.01%
30,756
-189
1700
$925K ﹤0.01%
23,597
+492
66 67
68
69 70