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
1901
$703K ﹤0.01%
24,778
+10,576
1902
$703K ﹤0.01%
15,177
-3,562
1903
$703K ﹤0.01%
35,435
-1,592
1904
$702K ﹤0.01%
13,802
-24,054
1905
$701K ﹤0.01%
10,325
-6,152
1906
$701K ﹤0.01%
21,042
-1,320
1907
$701K ﹤0.01%
23,819
+259
1908
$700K ﹤0.01%
30,510
-47,437
1909
$698K ﹤0.01%
15,859
-2,339
1910
$697K ﹤0.01%
8,142
-5,242
1911
$696K ﹤0.01%
6,415
-5,312
1912
$696K ﹤0.01%
69,154
+1,362
1913
$696K ﹤0.01%
+26,260
1914
$696K ﹤0.01%
13,194
-3,723
1915
$695K ﹤0.01%
21,146
-104,417
1916
$694K ﹤0.01%
3,115
-3,043
1917
$693K ﹤0.01%
20,223
-554
1918
$693K ﹤0.01%
9,326
+55
1919
$693K ﹤0.01%
33,968
-5,849
1920
$692K ﹤0.01%
4,213
-98
1921
$691K ﹤0.01%
26,658
-845
1922
$691K ﹤0.01%
33,524
-21,802
1923
$690K ﹤0.01%
12,280
+64
1924
$690K ﹤0.01%
21,850
-2,901
1925
$690K ﹤0.01%
13,249
-171
75 76
77
78 79