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
2226
$473K ﹤0.01%
98,266
+9,974
2227
$472K ﹤0.01%
10,339
-150
2228
$471K ﹤0.01%
7,477
+2,243
2229
$470K ﹤0.01%
44,771
-1,010
2230
$470K ﹤0.01%
15,225
-1,818
2231
$469K ﹤0.01%
+15,560
2232
$469K ﹤0.01%
2,277
+6
2233
$468K ﹤0.01%
+4,528
2234
$466K ﹤0.01%
23,234
+207
2235
$466K ﹤0.01%
24,565
-14,931
2236
$465K ﹤0.01%
13,829
-2,957
2237
$465K ﹤0.01%
49,927
-1,956
2238
$464K ﹤0.01%
10,755
-1,227
2239
$464K ﹤0.01%
12,333
+4,633
2240
$464K ﹤0.01%
23,806
-7,365
2241
$463K ﹤0.01%
9,627
-1,541
2242
$463K ﹤0.01%
10,054
-2,369
2243
$463K ﹤0.01%
17,530
-702
2244
$463K ﹤0.01%
7,423
+525
2245
$462K ﹤0.01%
30,094
-4,697
2246
$462K ﹤0.01%
12,346
-853
2247
$461K ﹤0.01%
28,242
+8,036
2248
$460K ﹤0.01%
951
-135
2249
$459K ﹤0.01%
37,969
-3,479
2250
$459K ﹤0.01%
15,582
-4,615
88 89
90
91 92