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
1801
$807K ﹤0.01%
79,649
+4,204
1802
$806K ﹤0.01%
14,249
+613
1803
$805K ﹤0.01%
26,558
+7,172
1804
$802K ﹤0.01%
22,977
-2,095
1805
$801K ﹤0.01%
69,864
-1,131
1806
$801K ﹤0.01%
15,237
+106
1807
$799K ﹤0.01%
24,388
-1,468
1808
$799K ﹤0.01%
+26,397
1809
$797K ﹤0.01%
121,690
-9,353
1810
$796K ﹤0.01%
38,982
-22,021
1811
$794K ﹤0.01%
11,799
-257
1812
$789K ﹤0.01%
23,624
-391
1813
$789K ﹤0.01%
22,352
-7,677
1814
$789K ﹤0.01%
6,204
-2,614
1815
$788K ﹤0.01%
28,253
-489
1816
$786K ﹤0.01%
+32,283
1817
$784K ﹤0.01%
70,716
+3,150
1818
$783K ﹤0.01%
16,703
+460
1819
$780K ﹤0.01%
32,984
-1,958
1820
$780K ﹤0.01%
+17,167
1821
$780K ﹤0.01%
46,049
+7,029
1822
$778K ﹤0.01%
5,785
+197
1823
$775K ﹤0.01%
10,952
+6,726
1824
$771K ﹤0.01%
3,226
+21
1825
$769K ﹤0.01%
21,038
-294
71 72
73
74 75