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
2151
$518K ﹤0.01%
12,260
-653
2152
$515K ﹤0.01%
4,918
-820
2153
$515K ﹤0.01%
8,227
+1,516
2154
$515K ﹤0.01%
25,961
+10,333
2155
$515K ﹤0.01%
16,596
-497
2156
$514K ﹤0.01%
12,805
-4,567
2157
$514K ﹤0.01%
19,601
-1,746
2158
$513K ﹤0.01%
22,650
-568
2159
$512K ﹤0.01%
12,538
+236
2160
$512K ﹤0.01%
7,647
+285
2161
$511K ﹤0.01%
175,447
+12
2162
$511K ﹤0.01%
34,898
+4,414
2163
$510K ﹤0.01%
10,741
-659
2164
$509K ﹤0.01%
37,672
-9,788
2165
$508K ﹤0.01%
22,536
+1,270
2166
$506K ﹤0.01%
5,138
-66
2167
$505K ﹤0.01%
28,522
+584
2168
$505K ﹤0.01%
52,983
+9,892
2169
$504K ﹤0.01%
4,773
-3,330
2170
$503K ﹤0.01%
13,316
+454
2171
$503K ﹤0.01%
33,216
+11,808
2172
$503K ﹤0.01%
9,009
-36
2173
$502K ﹤0.01%
4,775
+200
2174
$502K ﹤0.01%
5,762
+2
2175
$501K ﹤0.01%
9,038
-2,727
85 86
87
88 89