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
1751
$858K ﹤0.01%
2,436
-322
1752
$857K ﹤0.01%
24,262
-3,801
1753
$855K ﹤0.01%
38,082
+4,591
1754
$854K ﹤0.01%
13,020
+302
1755
$852K ﹤0.01%
93,936
-25,813
1756
$850K ﹤0.01%
54,934
+8,942
1757
$849K ﹤0.01%
88,655
-19,452
1758
$849K ﹤0.01%
19,629
+4,921
1759
$849K ﹤0.01%
8,912
+2,678
1760
$848K ﹤0.01%
12,523
+22
1761
$847K ﹤0.01%
21,553
-948
1762
$843K ﹤0.01%
32,622
+6,060
1763
$843K ﹤0.01%
28,800
+14,280
1764
$842K ﹤0.01%
14,851
-1,913
1765
$842K ﹤0.01%
11,515
+46
1766
$841K ﹤0.01%
+4,989
1767
$841K ﹤0.01%
26,828
+215
1768
$838K ﹤0.01%
7,576
-1,460
1769
$836K ﹤0.01%
32,253
-3,635
1770
$834K ﹤0.01%
2,298
-834
1771
$834K ﹤0.01%
+23,911
1772
$833K ﹤0.01%
40,275
+280
1773
$832K ﹤0.01%
14,354
+1,841
1774
$831K ﹤0.01%
+23,702
1775
$830K ﹤0.01%
713
-4,067
69 70
71
72 73