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
2276
$448K ﹤0.01%
18,709
+1,296
2277
$447K ﹤0.01%
27,167
-163
2278
$447K ﹤0.01%
3,673
-595
2279
$447K ﹤0.01%
19,906
+526
2280
$446K ﹤0.01%
29,648
-8,367
2281
$446K ﹤0.01%
19,001
+123
2282
$445K ﹤0.01%
14,110
-52
2283
$444K ﹤0.01%
12,357
-16,741
2284
$444K ﹤0.01%
4,804
+366
2285
$444K ﹤0.01%
12,150
-200
2286
$442K ﹤0.01%
+8,489
2287
$441K ﹤0.01%
7,390
-394
2288
$441K ﹤0.01%
11,379
-1,289
2289
$441K ﹤0.01%
20,474
-516
2290
$441K ﹤0.01%
7,783
-510
2291
$440K ﹤0.01%
10,863
+1,143
2292
$439K ﹤0.01%
13,948
-13,545
2293
$439K ﹤0.01%
8,082
-1,087
2294
$439K ﹤0.01%
50,522
-4,431
2295
$439K ﹤0.01%
3,790
+1,410
2296
$439K ﹤0.01%
9,105
-892
2297
$438K ﹤0.01%
4,720
+290
2298
$438K ﹤0.01%
+17,847
2299
$438K ﹤0.01%
51,783
+3,118
2300
$436K ﹤0.01%
8,789
-247
90 91
92
93 94