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
2326
$424K ﹤0.01%
12,478
-634
2327
$424K ﹤0.01%
20,950
+200
2328
$424K ﹤0.01%
5,271
-14,045
2329
$424K ﹤0.01%
22,450
-3,272
2330
$423K ﹤0.01%
8,268
2331
$423K ﹤0.01%
3,752
+6
2332
$422K ﹤0.01%
9,240
+114
2333
$421K ﹤0.01%
10,247
-313
2334
$421K ﹤0.01%
12,922
+700
2335
$420K ﹤0.01%
11,813
-244
2336
$419K ﹤0.01%
19,773
-1,978
2337
$418K ﹤0.01%
2,614
-59
2338
$418K ﹤0.01%
13,271
-8,578
2339
$418K ﹤0.01%
15,509
+2,615
2340
$417K ﹤0.01%
7,460
+447
2341
$416K ﹤0.01%
+14,998
2342
$416K ﹤0.01%
33,313
+16,292
2343
$415K ﹤0.01%
10,068
+1,133
2344
$414K ﹤0.01%
23,257
+4,018
2345
$413K ﹤0.01%
11,214
-800
2346
$413K ﹤0.01%
17,804
-4,536
2347
$412K ﹤0.01%
5,244
-1,302
2348
$411K ﹤0.01%
11,090
-107
2349
$411K ﹤0.01%
6,673
-1,006
2350
$411K ﹤0.01%
39,413
-3,502
92 93
94
95 96