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
2351
$411K ﹤0.01%
71,079
-5,844
2352
$409K ﹤0.01%
11,573
-39,012
2353
$409K ﹤0.01%
27,346
+1,076
2354
$409K ﹤0.01%
16,916
+1,114
2355
$409K ﹤0.01%
5,675
-316
2356
$407K ﹤0.01%
12,868
-606
2357
$407K ﹤0.01%
11,390
-500
2358
$406K ﹤0.01%
21,420
+787
2359
$406K ﹤0.01%
9,943
-1,391
2360
$406K ﹤0.01%
5,992
+33
2361
$405K ﹤0.01%
6,525
2362
$405K ﹤0.01%
924
+235
2363
$405K ﹤0.01%
3,027
-392
2364
$405K ﹤0.01%
35,833
-1,906
2365
$404K ﹤0.01%
15,379
+3,344
2366
$404K ﹤0.01%
4,095
+1,295
2367
$402K ﹤0.01%
17,236
-2,234
2368
$401K ﹤0.01%
36,714
-919
2369
$401K ﹤0.01%
1,196
+183
2370
$401K ﹤0.01%
15,289
+4,877
2371
$401K ﹤0.01%
1,662
-188
2372
$400K ﹤0.01%
12,926
-30,451
2373
$400K ﹤0.01%
12,602
-155
2374
$400K ﹤0.01%
+15,924
2375
$399K ﹤0.01%
31,803
+101
93 94
95
96 97