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
301
$14.5M 0.06%
4,080
-127
302
$14.3M 0.06%
90,948
-46,283
303
$14.3M 0.06%
221,189
+100,485
304
$14.2M 0.06%
259,246
-13,117
305
$14.2M 0.06%
534,042
+9,160
306
$14M 0.06%
219,399
-84,606
307
$14M 0.06%
643,233
+55,282
308
$13.9M 0.06%
529,375
+11,549
309
$13.9M 0.06%
377,760
+32,983
310
$13.8M 0.06%
126,803
+7,769
311
$13.7M 0.06%
743,136
-167,124
312
$13.7M 0.06%
180,776
-2,603
313
$13.6M 0.06%
23,397
+11,878
314
$13.5M 0.06%
132,720
+12,959
315
$13.4M 0.06%
123,364
-36,978
316
$13.3M 0.06%
57,659
+3,611
317
$13.2M 0.06%
120,206
-88,343
318
$13.2M 0.06%
225,015
+11,127
319
$13.1M 0.06%
77,417
-1,146
320
$13.1M 0.06%
74,391
-5,097
321
$13M 0.06%
359,642
+298,240
322
$12.9M 0.05%
245,551
+166,752
323
$12.8M 0.05%
48,991
+242
324
$12.7M 0.05%
408,996
-140,410
325
$12.6M 0.05%
88,256
+226
11 12
13
14 15