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
2301
$436K ﹤0.01%
9,965
+2,945
2302
$435K ﹤0.01%
17,977
-1,136
2303
$434K ﹤0.01%
13,952
-107
2304
$434K ﹤0.01%
6,776
+654
2305
$434K ﹤0.01%
22,237
-4,048
2306
$432K ﹤0.01%
7,520
-518
2307
$432K ﹤0.01%
6,475
+119
2308
$432K ﹤0.01%
3,311
-134
2309
$431K ﹤0.01%
4,553
-953
2310
$431K ﹤0.01%
14,183
+3,416
2311
$430K ﹤0.01%
10,854
-8,384
2312
$430K ﹤0.01%
16,210
-1,734
2313
$429K ﹤0.01%
18,551
+202
2314
$428K ﹤0.01%
+12,155
2315
$428K ﹤0.01%
+7,263
2316
$428K ﹤0.01%
14,524
-480
2317
$428K ﹤0.01%
+13,909
2318
$428K ﹤0.01%
12,432
-1,853
2319
$428K ﹤0.01%
31,429
+1,448
2320
$427K ﹤0.01%
42,368
+6,655
2321
$427K ﹤0.01%
27,664
-12,903
2322
$427K ﹤0.01%
2,949
-13
2323
$425K ﹤0.01%
10,969
+343
2324
$425K ﹤0.01%
5,300
-563
2325
$425K ﹤0.01%
2,463
-11
91 92
93
94 95