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
1851
$753K ﹤0.01%
3,306
+1,454
1852
$753K ﹤0.01%
+12,615
1853
$752K ﹤0.01%
7,574
-378
1854
$748K ﹤0.01%
117,844
+9,367
1855
$747K ﹤0.01%
25,408
+12,253
1856
$746K ﹤0.01%
29,609
-791
1857
$745K ﹤0.01%
20,759
-48
1858
$741K ﹤0.01%
24,863
-2,729
1859
$741K ﹤0.01%
5,959
-221
1860
$740K ﹤0.01%
33,902
-2,830
1861
$739K ﹤0.01%
5,591
+3,429
1862
$738K ﹤0.01%
+3,585
1863
$737K ﹤0.01%
30,673
+100
1864
$736K ﹤0.01%
28,274
-1,530
1865
$736K ﹤0.01%
105,865
+19,436
1866
$736K ﹤0.01%
7,663
-135
1867
$736K ﹤0.01%
19,108
-6,681
1868
$735K ﹤0.01%
4,943
-2,992
1869
$735K ﹤0.01%
29,200
-2,200
1870
$734K ﹤0.01%
3,584
+875
1871
$734K ﹤0.01%
43,296
+3,345
1872
$733K ﹤0.01%
+37,915
1873
$731K ﹤0.01%
73,639
-6,418
1874
$731K ﹤0.01%
10,688
+1,785
1875
$729K ﹤0.01%
31,884
+5,377
73 74
75
76 77