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
2126
$536K ﹤0.01%
+26,535
2127
$536K ﹤0.01%
21,152
-1,590
2128
$534K ﹤0.01%
57,799
+398
2129
$534K ﹤0.01%
13,224
+1,973
2130
$533K ﹤0.01%
36,893
+1,116
2131
$533K ﹤0.01%
30,978
+11,025
2132
$532K ﹤0.01%
4,587
-63
2133
$531K ﹤0.01%
8,444
+299
2134
$528K ﹤0.01%
6,561
-867
2135
$528K ﹤0.01%
7,763
+13
2136
$528K ﹤0.01%
155,656
-1,000
2137
$527K ﹤0.01%
+16,011
2138
$527K ﹤0.01%
33,079
-2,029
2139
$527K ﹤0.01%
13,655
-1,448
2140
$526K ﹤0.01%
44,781
+26,141
2141
$525K ﹤0.01%
2,116
+17
2142
$525K ﹤0.01%
12,459
-4,752
2143
$525K ﹤0.01%
38,514
+20,004
2144
$524K ﹤0.01%
4,748
+177
2145
$524K ﹤0.01%
81,114
+5,175
2146
$524K ﹤0.01%
14,347
-2,904
2147
$524K ﹤0.01%
4,790
-290
2148
$523K ﹤0.01%
20,927
-1,372
2149
$520K ﹤0.01%
13,857
-1,155
2150
$520K ﹤0.01%
7,906
-736
84 85
86
87 88