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
1726
$892K ﹤0.01%
40,117
+5,099
1727
$891K ﹤0.01%
30,314
-1,394
1728
$889K ﹤0.01%
48,161
+4,182
1729
$889K ﹤0.01%
13,870
-19,681
1730
$881K ﹤0.01%
29,844
-1,783
1731
$880K ﹤0.01%
11,401
-439
1732
$877K ﹤0.01%
43,725
-4,040
1733
$876K ﹤0.01%
18,146
-1,249
1734
$875K ﹤0.01%
15,739
+4,443
1735
$874K ﹤0.01%
30,077
+8,124
1736
$874K ﹤0.01%
9,550
-108
1737
$873K ﹤0.01%
+18,866
1738
$873K ﹤0.01%
51,421
-15,013
1739
$871K ﹤0.01%
13,292
-440
1740
$868K ﹤0.01%
27,395
+286
1741
$867K ﹤0.01%
18,675
-382
1742
$867K ﹤0.01%
16,251
+1,005
1743
$866K ﹤0.01%
33,737
-785
1744
$865K ﹤0.01%
17,575
-726
1745
$863K ﹤0.01%
7,952
-576
1746
$863K ﹤0.01%
11,137
+1,656
1747
$862K ﹤0.01%
+34,579
1748
$859K ﹤0.01%
13,652
+574
1749
$859K ﹤0.01%
32,990
+4,509
1750
$859K ﹤0.01%
7,630
+1,050
68 69
70
71 72