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
1776
$829K ﹤0.01%
11,558
+176
1777
$828K ﹤0.01%
36,561
-4,159
1778
$827K ﹤0.01%
22,838
-1,096
1779
$827K ﹤0.01%
58,287
-2,443
1780
$826K ﹤0.01%
15,184
+1,321
1781
$825K ﹤0.01%
77,761
-744
1782
$824K ﹤0.01%
38,844
+10,367
1783
$824K ﹤0.01%
1,457
+57
1784
$821K ﹤0.01%
25,828
-42,931
1785
$821K ﹤0.01%
11,530
1786
$820K ﹤0.01%
56,307
-24,789
1787
$819K ﹤0.01%
133,179
+93,348
1788
$819K ﹤0.01%
1,401
-16
1789
$819K ﹤0.01%
4,103
-325
1790
$818K ﹤0.01%
11,987
-67
1791
$817K ﹤0.01%
21,664
-8,089
1792
$816K ﹤0.01%
48,836
+4,338
1793
$816K ﹤0.01%
37,745
+4,042
1794
$816K ﹤0.01%
7,030
-45
1795
$815K ﹤0.01%
19,746
-4,438
1796
$814K ﹤0.01%
29,418
-6,370
1797
$812K ﹤0.01%
92,448
+30,863
1798
$810K ﹤0.01%
126,104
-1,820
1799
$809K ﹤0.01%
10,446
-2,240
1800
$808K ﹤0.01%
7,599
-801
70 71
72
73 74