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
2101
$557K ﹤0.01%
26,171
-7,343
2102
$557K ﹤0.01%
7,328
-2,120
2103
$556K ﹤0.01%
42,848
+750
2104
$556K ﹤0.01%
51,045
-1,875
2105
$555K ﹤0.01%
5,647
+50
2106
$555K ﹤0.01%
12,788
+2,312
2107
$554K ﹤0.01%
+20,934
2108
$554K ﹤0.01%
20,080
-6,444
2109
$553K ﹤0.01%
35,076
+11,062
2110
$553K ﹤0.01%
+7,717
2111
$551K ﹤0.01%
+22,093
2112
$550K ﹤0.01%
13,821
-3,478
2113
$550K ﹤0.01%
10,124
-911
2114
$550K ﹤0.01%
2,353
+6
2115
$549K ﹤0.01%
+16,963
2116
$548K ﹤0.01%
1,936
+116
2117
$548K ﹤0.01%
29,057
-560
2118
$547K ﹤0.01%
3,579
-388
2119
$546K ﹤0.01%
27,498
+4,464
2120
$544K ﹤0.01%
4,608
-21
2121
$542K ﹤0.01%
2,136
+168
2122
$541K ﹤0.01%
10,286
-20,814
2123
$539K ﹤0.01%
39,762
+9,687
2124
$538K ﹤0.01%
68,503
-2,725
2125
$537K ﹤0.01%
26,629
-2,990
83 84
85
86 87