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
2401
$390K ﹤0.01%
9,139
+694
2402
$389K ﹤0.01%
+2,825
2403
$389K ﹤0.01%
4,411
-6,480
2404
$388K ﹤0.01%
4,445
-23
2405
$388K ﹤0.01%
6,410
-40
2406
$386K ﹤0.01%
14,281
-2,673
2407
$386K ﹤0.01%
9,246
+852
2408
$385K ﹤0.01%
1,030
+143
2409
$385K ﹤0.01%
+8,330
2410
$384K ﹤0.01%
22,597
+1,248
2411
$384K ﹤0.01%
14,537
+3,765
2412
$383K ﹤0.01%
16,568
+253
2413
$383K ﹤0.01%
216,443
+99,752
2414
$382K ﹤0.01%
6,252
+748
2415
$382K ﹤0.01%
18,363
-370
2416
$380K ﹤0.01%
28,035
2417
$380K ﹤0.01%
33,234
-190
2418
$379K ﹤0.01%
9,689
-3,458
2419
$379K ﹤0.01%
7,474
+149
2420
$379K ﹤0.01%
4,091
+98
2421
$378K ﹤0.01%
7,750
+42
2422
$378K ﹤0.01%
9,120
-122
2423
$378K ﹤0.01%
2,015
+213
2424
$378K ﹤0.01%
26,091
+776
2425
$377K ﹤0.01%
9,309
-582
95 96
97
98 99