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
476
$8.28M 0.04%
99,936
-5,824
477
$8.25M 0.04%
100,019
+12,190
478
$8.24M 0.04%
361,903
-28,437
479
$8.2M 0.03%
195,495
+30,478
480
$8.2M 0.03%
60,521
-5,718
481
$8.18M 0.03%
208,599
-36,282
482
$8.17M 0.03%
401,127
+32,967
483
$8.16M 0.03%
193,067
+21,423
484
$8.14M 0.03%
19,832
-1,063
485
$8.14M 0.03%
429,526
+71,668
486
$8.14M 0.03%
348,207
-87,381
487
$8.13M 0.03%
141,955
-60,140
488
$8.12M 0.03%
265,578
+133,577
489
$8.07M 0.03%
333,082
+127,858
490
$8.06M 0.03%
951,077
+122
491
$8.06M 0.03%
186,298
-10,935
492
$8.05M 0.03%
26,872
-673
493
$8.01M 0.03%
29,141
+1,211
494
$8M 0.03%
69,433
+11,992
495
$7.99M 0.03%
77,196
-2,937
496
$7.99M 0.03%
174,440
+152,274
497
$7.98M 0.03%
68,121
-124,571
498
$7.97M 0.03%
80,406
+24,387
499
$7.96M 0.03%
230,916
+16,930
500
$7.94M 0.03%
254,152
+55,702
18 19
20
21 22