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
276
$16.5M 0.07%
644,600
+60,635
277
$16.4M 0.07%
399,093
-143,196
278
$16.4M 0.07%
20,228
-783
279
$16.4M 0.07%
23,145
+5,095
280
$16.2M 0.07%
46,148
-932
281
$16.1M 0.07%
181,885
+53,037
282
$15.8M 0.07%
192,382
+7,543
283
$15.8M 0.07%
663,703
+32,385
284
$15.7M 0.07%
150,452
+18,987
285
$15.7M 0.07%
166,358
-20,951
286
$15.5M 0.07%
441,496
+51,653
287
$15.3M 0.07%
60,413
+2,051
288
$15.2M 0.06%
247,108
+27,342
289
$15.2M 0.06%
220,685
-112,808
290
$15.2M 0.06%
377,106
-16,647
291
$15M 0.06%
715,986
+29,978
292
$14.9M 0.06%
215,121
-7,327
293
$14.8M 0.06%
79,090
+3,788
294
$14.8M 0.06%
61,376
-983
295
$14.8M 0.06%
38,249
+963
296
$14.7M 0.06%
184,902
+10,589
297
$14.7M 0.06%
27
-3
298
$14.6M 0.06%
78,478
+20,352
299
$14.6M 0.06%
313,181
-139,495
300
$14.5M 0.06%
182,878
+44,506
10 11
12
13 14