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
326
$12.5M 0.05%
530,744
-44,264
327
$12.5M 0.05%
160,514
-9,672
328
$12.5M 0.05%
93,512
+14,603
329
$12.4M 0.05%
540,051
-75,617
330
$12.4M 0.05%
152,442
+46,778
331
$12.3M 0.05%
331,698
-19,418
332
$12.3M 0.05%
247,905
+12,895
333
$12.2M 0.05%
24,075
-28,378
334
$12.2M 0.05%
242,676
+217,628
335
$12.1M 0.05%
266,538
-55,817
336
$12M 0.05%
185,327
-41,956
337
$12M 0.05%
1,014,914
-40,604
338
$12M 0.05%
367,149
+8,862
339
$12M 0.05%
207,225
-14,026
340
$12M 0.05%
105,022
-1,056
341
$12M 0.05%
292,593
+43,581
342
$11.9M 0.05%
130,313
+18,596
343
$11.9M 0.05%
455,812
-130,046
344
$11.9M 0.05%
25,613
+3,844
345
$11.8M 0.05%
15,606
+1,972
346
$11.8M 0.05%
59,812
-1,897
347
$11.8M 0.05%
218,135
-84,039
348
$11.7M 0.05%
529,243
+242,261
349
$11.7M 0.05%
138,722
-4,235
350
$11.7M 0.05%
67,138
-3,904
12 13
14
15 16