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
1701
$919K ﹤0.01%
29,345
-5,800
1702
$917K ﹤0.01%
13,692
+1,100
1703
$917K ﹤0.01%
17,681
+3,313
1704
$916K ﹤0.01%
38,087
-10,794
1705
$914K ﹤0.01%
6,250
-10,369
1706
$914K ﹤0.01%
19,422
-14,374
1707
$913K ﹤0.01%
89,073
+13,169
1708
$912K ﹤0.01%
16,185
-2,219
1709
$912K ﹤0.01%
38,603
-3,146
1710
$911K ﹤0.01%
19,071
-2,961
1711
$911K ﹤0.01%
36,553
-2,170
1712
$910K ﹤0.01%
32,077
+1,006
1713
$910K ﹤0.01%
16,466
+7,384
1714
$909K ﹤0.01%
14,399
-2,618
1715
$908K ﹤0.01%
63,688
+1,464
1716
$908K ﹤0.01%
35,523
+286
1717
$907K ﹤0.01%
56,875
-749
1718
$904K ﹤0.01%
18,056
-4,633
1719
$904K ﹤0.01%
+28,827
1720
$903K ﹤0.01%
81,897
+7,391
1721
$902K ﹤0.01%
35,706
-30,732
1722
$896K ﹤0.01%
17,964
+7,619
1723
$896K ﹤0.01%
28,343
+17,612
1724
$893K ﹤0.01%
46,364
-843
1725
$893K ﹤0.01%
7,454
+8
67 68
69
70 71