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 4.97%
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
501
$7.93M 0.03%
247,270
+17,425
502
$7.91M 0.03%
153,782
+454
503
$7.88M 0.03%
301,910
+40,095
504
$7.84M 0.03%
59,035
+1,069
505
$7.83M 0.03%
108,699
+14,454
506
$7.82M 0.03%
201,138
+90,281
507
$7.81M 0.03%
170,192
+30,650
508
$7.79M 0.03%
491,207
+225,806
509
$7.79M 0.03%
85,600
-119
510
$7.77M 0.03%
163,319
-16,052
511
$7.72M 0.03%
66,024
-293
512
$7.72M 0.03%
181,287
-22,299
513
$7.7M 0.03%
121,605
+6,180
514
$7.69M 0.03%
73,614
-6,647
515
$7.68M 0.03%
91,252
-4,794
516
$7.66M 0.03%
370,520
-21,761
517
$7.64M 0.03%
89,502
+21,387
518
$7.64M 0.03%
91,706
+6,960
519
$7.63M 0.03%
119,007
+9,033
520
$7.62M 0.03%
204,796
+6,322
521
$7.61M 0.03%
189,074
-17,150
522
$7.61M 0.03%
100,072
+19,257
523
$7.58M 0.03%
205,116
-90,215
524
$7.57M 0.03%
936,499
-93,058
525
$7.52M 0.03%
508,834
-2,769
19 20
21
22 23