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
401
$10.1M 0.04%
436,484
+395,141
402
$10.1M 0.04%
16,153
-11,793
403
$10.1M 0.04%
349,521
-80,660
404
$10M 0.04%
154,248
-7,245
405
$10M 0.04%
157,605
+14,242
406
$10M 0.04%
268,738
+3,937
407
$10M 0.04%
202,694
+33,451
408
$10M 0.04%
142,426
+5,867
409
$10M 0.04%
111,338
+2,804
410
$9.98M 0.04%
48,590
+839
411
$9.98M 0.04%
46,216
+3,250
412
$9.95M 0.04%
32,683
-3,525
413
$9.93M 0.04%
153,542
-11,294
414
$9.91M 0.04%
128,019
-81,561
415
$9.9M 0.04%
42,482
-1,823
416
$9.86M 0.04%
197,770
+111,106
417
$9.84M 0.04%
869,792
-153,765
418
$9.84M 0.04%
196,981
+51,489
419
$9.83M 0.04%
197,042
+9,858
420
$9.83M 0.04%
106,511
-10,594
421
$9.82M 0.04%
271,295
-51,992
422
$9.78M 0.04%
134,556
+70,280
423
$9.74M 0.04%
124,898
+37,976
424
$9.72M 0.04%
171,798
-7,532
425
$9.71M 0.04%
62,680
-4,270
15 16
17
18 19