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
1876
$729K ﹤0.01%
20,337
-3,046
1877
$728K ﹤0.01%
105,342
+16,478
1878
$727K ﹤0.01%
15,824
+2,281
1879
$724K ﹤0.01%
49,426
+5,869
1880
$724K ﹤0.01%
28,885
-6,890
1881
$723K ﹤0.01%
12,997
-36,437
1882
$721K ﹤0.01%
33,288
+8,806
1883
$721K ﹤0.01%
33,273
-1,800
1884
$719K ﹤0.01%
24,377
+14,170
1885
$716K ﹤0.01%
+27,262
1886
$715K ﹤0.01%
224,915
+75,676
1887
$713K ﹤0.01%
5,164
-1,548
1888
$712K ﹤0.01%
13,447
+1
1889
$712K ﹤0.01%
55,041
1890
$712K ﹤0.01%
14,901
-3,990
1891
$712K ﹤0.01%
12,860
+2,592
1892
$710K ﹤0.01%
20,271
+1,055
1893
$708K ﹤0.01%
36,022
+11,564
1894
$708K ﹤0.01%
26,167
+5,587
1895
$708K ﹤0.01%
3,254
-533
1896
$707K ﹤0.01%
35,126
-122
1897
$707K ﹤0.01%
7,438
+87
1898
$706K ﹤0.01%
20,865
+2,500
1899
$706K ﹤0.01%
30,032
+1,521
1900
$705K ﹤0.01%
16,187
-3,750
74 75
76
77 78