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
2076
$578K ﹤0.01%
+17,877
2077
$578K ﹤0.01%
+25,393
2078
$577K ﹤0.01%
4,552
+276
2079
$576K ﹤0.01%
55,827
-427
2080
$576K ﹤0.01%
20,790
+2,062
2081
$575K ﹤0.01%
393,899
+6,860
2082
$575K ﹤0.01%
11,276
-27
2083
$573K ﹤0.01%
23,514
-1,947
2084
$573K ﹤0.01%
+25,245
2085
$572K ﹤0.01%
53,560
+4,337
2086
$571K ﹤0.01%
94,457
+2,543
2087
$570K ﹤0.01%
10,738
-357
2088
$569K ﹤0.01%
12,053
-3,634
2089
$569K ﹤0.01%
11,412
-1,053
2090
$566K ﹤0.01%
2,656
+7
2091
$565K ﹤0.01%
17,805
-255
2092
$564K ﹤0.01%
5,639
-5,172
2093
$564K ﹤0.01%
7,794
+51
2094
$564K ﹤0.01%
86,076
-7,805
2095
$563K ﹤0.01%
2,570
-2
2096
$563K ﹤0.01%
128,039
+66,893
2097
$561K ﹤0.01%
5,364
+818
2098
$560K ﹤0.01%
1,572
+11
2099
$558K ﹤0.01%
11,034
+4,387
2100
$558K ﹤0.01%
20,640
+634
82 83
84
85 86