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
2201
$485K ﹤0.01%
10,797
-10,532
2202
$482K ﹤0.01%
+4,297
2203
$482K ﹤0.01%
1,438
-297
2204
$482K ﹤0.01%
7,064
2205
$481K ﹤0.01%
135,450
+32,440
2206
$481K ﹤0.01%
8,068
-378
2207
$481K ﹤0.01%
18,503
-248
2208
$481K ﹤0.01%
76,178
-5,981
2209
$480K ﹤0.01%
18,684
-10,882
2210
$480K ﹤0.01%
2,478
-83
2211
$480K ﹤0.01%
6,584
+108
2212
$479K ﹤0.01%
118,160
-29,452
2213
$479K ﹤0.01%
66,203
-1,620
2214
$478K ﹤0.01%
9,773
-1,994
2215
$476K ﹤0.01%
12,707
-502
2216
$476K ﹤0.01%
4,273
-1,862
2217
$476K ﹤0.01%
225,373
-36,122
2218
$475K ﹤0.01%
14,510
-893
2219
$475K ﹤0.01%
63,016
-5,232
2220
$475K ﹤0.01%
14,501
-11,539
2221
$474K ﹤0.01%
9,307
+1,754
2222
$474K ﹤0.01%
43,962
-3,985
2223
$474K ﹤0.01%
5,093
-1,374
2224
$474K ﹤0.01%
+4,674
2225
$473K ﹤0.01%
+12,895
87 88
89
90 91