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
426
$9.65M 0.04%
227,539
-4,274
427
$9.63M 0.04%
96,574
+10,558
428
$9.62M 0.04%
194,762
-186,185
429
$9.58M 0.04%
48,229
+3,549
430
$9.57M 0.04%
542,645
-15,892
431
$9.55M 0.04%
34,880
-4
432
$9.53M 0.04%
40,328
-4,225
433
$9.53M 0.04%
716,269
-775,735
434
$9.5M 0.04%
132,013
+25,402
435
$9.47M 0.04%
158,632
-44,516
436
$9.47M 0.04%
185,420
+4,263
437
$9.45M 0.04%
20,185
+230
438
$9.43M 0.04%
329,239
+7,091
439
$9.41M 0.04%
295,529
+22,434
440
$9.38M 0.04%
213,892
+86,999
441
$9.35M 0.04%
204,400
+28,650
442
$9.34M 0.04%
90,770
-8,871
443
$9.32M 0.04%
95,756
+3,995
444
$9.16M 0.04%
172,242
+512
445
$9.13M 0.04%
508,410
-30,240
446
$9.11M 0.04%
100,994
-11,138
447
$9.06M 0.04%
271,952
+83,339
448
$9.01M 0.04%
87,054
-1,494
449
$8.99M 0.04%
455,550
+75,901
450
$8.97M 0.04%
124,236
-11,686
16 17
18
19 20