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
1826
$768K ﹤0.01%
21,716
+12,769
1827
$768K ﹤0.01%
44,683
-97
1828
$768K ﹤0.01%
56,586
-1,000
1829
$767K ﹤0.01%
14,553
-460
1830
$767K ﹤0.01%
22,896
-6,458
1831
$767K ﹤0.01%
+26,087
1832
$766K ﹤0.01%
15,735
-1,847
1833
$766K ﹤0.01%
8,754
+5,356
1834
$764K ﹤0.01%
2,319
+91
1835
$764K ﹤0.01%
21,501
-3,810
1836
$764K ﹤0.01%
15,788
-8,020
1837
$763K ﹤0.01%
13,926
+457
1838
$763K ﹤0.01%
17,459
+117
1839
$761K ﹤0.01%
27,027
-2,055
1840
$761K ﹤0.01%
10,466
-1,598
1841
$760K ﹤0.01%
16,203
-747
1842
$759K ﹤0.01%
3,522
+1,120
1843
$759K ﹤0.01%
+16,639
1844
$758K ﹤0.01%
6,374
-497
1845
$758K ﹤0.01%
3,736
-269
1846
$758K ﹤0.01%
9,637
-42
1847
$757K ﹤0.01%
10,445
+1,074
1848
$756K ﹤0.01%
12,992
+3,928
1849
$755K ﹤0.01%
142,958
+599
1850
$754K ﹤0.01%
55,997
+111
72 73
74
75 76