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
2176
$500K ﹤0.01%
450,000
+7,000
2177
$499K ﹤0.01%
17,966
-650
2178
$499K ﹤0.01%
18,407
-4,156
2179
$499K ﹤0.01%
20,129
-2,745
2180
$495K ﹤0.01%
22,861
-1,517
2181
$494K ﹤0.01%
20,463
+4,416
2182
$493K ﹤0.01%
5,385
-66
2183
$492K ﹤0.01%
4,126
+311
2184
$492K ﹤0.01%
9,503
-1,004
2185
$492K ﹤0.01%
17,167
-1,002
2186
$492K ﹤0.01%
26,907
-1,072
2187
$490K ﹤0.01%
+21,038
2188
$489K ﹤0.01%
+39,502
2189
$489K ﹤0.01%
+7,008
2190
$489K ﹤0.01%
+23,109
2191
$489K ﹤0.01%
7,841
-890
2192
$489K ﹤0.01%
11,471
+5,072
2193
$488K ﹤0.01%
7,548
-17,705
2194
$488K ﹤0.01%
13,749
+5,143
2195
$488K ﹤0.01%
16,387
-200
2196
$487K ﹤0.01%
39,266
-3,608
2197
$487K ﹤0.01%
14,985
+6,387
2198
$487K ﹤0.01%
+8,087
2199
$486K ﹤0.01%
9,063
-335
2200
$486K ﹤0.01%
16,830
+578
86 87
88
89 90