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
376
$11M 0.05%
48,737
-3,852
377
$11M 0.05%
304,734
-3,384
378
$10.9M 0.05%
273,319
+54,821
379
$10.9M 0.05%
191,972
+21,223
380
$10.9M 0.05%
116,220
+1,680
381
$10.9M 0.05%
49,427
+5,369
382
$10.8M 0.05%
215,604
-130,020
383
$10.8M 0.05%
91,926
-24,966
384
$10.8M 0.05%
939,158
-38,570
385
$10.8M 0.05%
93,536
+71,999
386
$10.7M 0.05%
237,581
+26,659
387
$10.7M 0.05%
266,961
-36,430
388
$10.7M 0.05%
163,012
+14,326
389
$10.7M 0.05%
696,349
-63,550
390
$10.6M 0.05%
71,571
-2,836
391
$10.4M 0.04%
222,336
+1,632
392
$10.4M 0.04%
447,992
+315,856
393
$10.4M 0.04%
318,644
+55,150
394
$10.4M 0.04%
127,937
-888
395
$10.4M 0.04%
49,229
+2,441
396
$10.4M 0.04%
53,778
-1,601
397
$10.3M 0.04%
64,893
-1,946
398
$10.2M 0.04%
356,678
+342,114
399
$10.2M 0.04%
249,133
-50,940
400
$10.1M 0.04%
50,997
+3,628
14 15
16
17 18