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 4.96%
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
226
$20.5M 0.09%
579,106
+39,432
227
$20.1M 0.09%
1,648,411
-63,722
228
$20.1M 0.09%
197,445
+164,999
229
$19.8M 0.08%
126,035
+5,088
230
$19.8M 0.08%
303,260
-21,627
231
$19.8M 0.08%
214,902
+86,117
232
$19.7M 0.08%
252,792
-8,221
233
$19.7M 0.08%
538,840
-61,360
234
$19.6M 0.08%
405,771
+40,987
235
$19.3M 0.08%
343,650
-19,855
236
$19.3M 0.08%
86,203
+45,189
237
$19.2M 0.08%
107,453
+1,606
238
$19.2M 0.08%
457,999
-13,496
239
$19.2M 0.08%
163,505
-47,051
240
$19M 0.08%
211,762
+84,066
241
$18.9M 0.08%
605,064
-269,243
242
$18.8M 0.08%
364,094
+23,152
243
$18.7M 0.08%
387,766
+58,656
244
$18.7M 0.08%
368,701
+177,868
245
$18.6M 0.08%
746,546
+598,785
246
$18.5M 0.08%
178,297
+39,550
247
$18.5M 0.08%
71,396
+8,981
248
$18.5M 0.08%
34,909
-8,219
249
$18.5M 0.08%
75,365
+4,089
250
$18.4M 0.08%
145,372
+2,920
8 9
10
11 12