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
2451
$364K ﹤0.01%
11,222
-10,001
2452
$363K ﹤0.01%
4,796
-103
2453
$363K ﹤0.01%
14,434
-4,457
2454
$362K ﹤0.01%
4,719
+1,054
2455
$362K ﹤0.01%
14,483
+2,038
2456
$362K ﹤0.01%
11,429
-5,020
2457
$362K ﹤0.01%
10,174
-9,168
2458
$360K ﹤0.01%
2,843
-63
2459
$360K ﹤0.01%
18,318
+2,407
2460
$360K ﹤0.01%
1,521
-197
2461
$359K ﹤0.01%
+6,874
2462
$359K ﹤0.01%
32,791
-4,732
2463
$358K ﹤0.01%
28,719
-7,381
2464
$357K ﹤0.01%
+8,189
2465
$357K ﹤0.01%
3,319
+15
2466
$357K ﹤0.01%
4,449
+155
2467
$356K ﹤0.01%
+10,762
2468
$356K ﹤0.01%
53,587
+32,341
2469
$356K ﹤0.01%
99,762
+88,290
2470
$355K ﹤0.01%
15,258
-1,050
2471
$355K ﹤0.01%
30,771
-1,225
2472
$354K ﹤0.01%
6,075
+916
2473
$353K ﹤0.01%
14,407
-1,950
2474
$353K ﹤0.01%
8,386
-772
2475
$353K ﹤0.01%
5,283
+4
97 98
99
100 101