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
351
$11.6M 0.05%
136,458
+3,046
352
$11.6M 0.05%
102,148
-156,714
353
$11.6M 0.05%
20,284
+4,260
354
$11.6M 0.05%
95,888
-2,181
355
$11.6M 0.05%
188,090
-28,951
356
$11.5M 0.05%
110,974
-5,877
357
$11.5M 0.05%
163,998
+32,937
358
$11.5M 0.05%
463,738
+19,994
359
$11.5M 0.05%
249,351
+68,625
360
$11.4M 0.05%
194,436
+28,160
361
$11.4M 0.05%
84,182
-3,507
362
$11.4M 0.05%
130,283
-424
363
$11.4M 0.05%
556,896
+50,756
364
$11.4M 0.05%
157,248
+27,379
365
$11.4M 0.05%
121,137
-1,864
366
$11.3M 0.05%
261,880
-25,345
367
$11.2M 0.05%
92,236
-12,606
368
$11.1M 0.05%
397,474
-7,655
369
$11.1M 0.05%
23,630
-798
370
$11.1M 0.05%
217,249
+34,147
371
$11.1M 0.05%
240,524
-69,333
372
$11.1M 0.05%
493,576
-45,645
373
$11.1M 0.05%
479,301
+234,453
374
$11.1M 0.05%
156,084
+35,437
375
$11M 0.05%
82,980
-550
13 14
15
16 17