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
451
$8.89M 0.04%
26,363
-932
452
$8.89M 0.04%
321,903
+153,283
453
$8.85M 0.04%
220,040
+10,586
454
$8.81M 0.04%
303,740
+26,789
455
$8.76M 0.04%
111,820
-11,630
456
$8.76M 0.04%
457,293
+252,219
457
$8.74M 0.04%
69,864
-62,109
458
$8.71M 0.04%
83,220
+18,242
459
$8.69M 0.04%
63,848
-14,011
460
$8.69M 0.04%
102,114
+4,980
461
$8.69M 0.04%
450,063
+265,713
462
$8.68M 0.04%
117,921
-13,629
463
$8.67M 0.04%
57,040
+13,457
464
$8.66M 0.04%
102,287
+35,373
465
$8.59M 0.04%
35,855
+2,651
466
$8.56M 0.04%
65,845
-1,730
467
$8.49M 0.04%
254,577
+15,304
468
$8.49M 0.04%
253,105
-8,590
469
$8.44M 0.04%
62,082
-6,054
470
$8.43M 0.04%
67,932
+41,469
471
$8.42M 0.04%
223,298
+39,663
472
$8.37M 0.04%
93,982
-83,280
473
$8.31M 0.04%
306,892
+22,459
474
$8.29M 0.04%
197,831
-9,935
475
$8.29M 0.04%
36,768
-1,983
17 18
19
20 21