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
251
$18.3M 0.08%
434,214
-2,864
252
$18.2M 0.08%
184,274
-140,105
253
$18M 0.08%
970,092
+136,179
254
$18M 0.08%
611,452
-29,418
255
$18M 0.08%
110,875
+5,353
256
$17.9M 0.08%
1,043,049
-182,823
257
$17.8M 0.08%
219,994
+17,774
258
$17.6M 0.08%
340,782
+249,438
259
$17.6M 0.07%
348,616
+11,322
260
$17.4M 0.07%
345,183
+26,601
261
$17.3M 0.07%
487,648
+59,379
262
$17.2M 0.07%
55,259
+8,364
263
$17.2M 0.07%
166,432
+24,479
264
$17.1M 0.07%
210,457
-23,550
265
$16.9M 0.07%
724,989
-72,807
266
$16.9M 0.07%
182,714
+285
267
$16.8M 0.07%
395,419
+241,163
268
$16.8M 0.07%
668,310
-18,597
269
$16.7M 0.07%
98,128
+8,427
270
$16.7M 0.07%
142,267
+34,761
271
$16.7M 0.07%
1,207,751
+71,530
272
$16.6M 0.07%
828,779
+36,636
273
$16.6M 0.07%
695,267
+399,823
274
$16.6M 0.07%
177,673
+7,796
275
$16.6M 0.07%
88,777
+5,661
9 10
11
12 13