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
26
$113M 0.48%
587,066
+11,510
27
$109M 0.46%
1,982,021
+32,965
28
$107M 0.46%
1,915,461
-128,066
29
$104M 0.44%
1,042,459
+93,676
30
$103M 0.44%
602,650
-33,759
31
$98.2M 0.42%
513,695
-60,827
32
$96.6M 0.41%
587,730
-24,820
33
$96.4M 0.41%
370,307
+12,446
34
$96.4M 0.41%
2,376,860
-433,738
35
$95.4M 0.41%
1,044,267
-642,218
36
$94.6M 0.4%
1,181,943
-92,861
37
$94.5M 0.4%
250,688
+99,604
38
$94.4M 0.4%
161,874
-3,784
39
$93M 0.4%
634,973
+5,726
40
$90.8M 0.39%
256,620
+1,066
41
$89.4M 0.38%
1,499,035
-82,882
42
$88.3M 0.38%
790,872
-64,911
43
$87.9M 0.37%
1,701,912
-185,505
44
$85.4M 0.36%
2,860,972
+977,176
45
$83M 0.35%
525,819
+151,408
46
$80.3M 0.34%
376,260
+73,038
47
$79.1M 0.34%
537,818
+51,842
48
$78.5M 0.33%
925,104
+154,433
49
$76.9M 0.33%
1,524,457
-199,934
50
$76.7M 0.33%
708,368
+45,671
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