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
2376
$399K ﹤0.01%
7,410
-387
2377
$399K ﹤0.01%
13,103
-10,337
2378
$399K ﹤0.01%
12,451
+1,743
2379
$398K ﹤0.01%
8,396
+1,190
2380
$398K ﹤0.01%
16,838
-4,498
2381
$396K ﹤0.01%
19,679
-28,588
2382
$396K ﹤0.01%
2,634
-2,033
2383
$395K ﹤0.01%
3,546
+204
2384
$395K ﹤0.01%
10,716
-279
2385
$395K ﹤0.01%
26,702
-434
2386
$395K ﹤0.01%
21,545
+668
2387
$394K ﹤0.01%
+20,921
2388
$394K ﹤0.01%
13,830
+4,553
2389
$393K ﹤0.01%
4,764
+81
2390
$393K ﹤0.01%
19,494
-1,582
2391
$392K ﹤0.01%
28,437
-17,082
2392
$392K ﹤0.01%
2,678
-227
2393
$392K ﹤0.01%
254,317
+7,554
2394
$392K ﹤0.01%
46,396
+4,950
2395
$391K ﹤0.01%
3,709
-271
2396
$391K ﹤0.01%
16,219
+17
2397
$391K ﹤0.01%
+17,600
2398
$391K ﹤0.01%
3,414
-3,444
2399
$391K ﹤0.01%
10,398
-2,340
2400
$390K ﹤0.01%
23,332
-359
94 95
96
97 98