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
526
$7.51M 0.03%
157,425
+9,262
527
$7.51M 0.03%
35,682
+3,596
528
$7.51M 0.03%
126,850
+1,145
529
$7.51M 0.03%
58,672
-44,313
530
$7.51M 0.03%
97,127
+18,634
531
$7.49M 0.03%
127,291
-1,514
532
$7.47M 0.03%
170,187
+101,840
533
$7.41M 0.03%
446,859
+16,696
534
$7.4M 0.03%
254,742
+72,765
535
$7.34M 0.03%
98,595
+3,342
536
$7.32M 0.03%
348,116
-32,300
537
$7.31M 0.03%
458,006
+168,372
538
$7.31M 0.03%
313,766
-122,926
539
$7.31M 0.03%
122,544
+31,141
540
$7.28M 0.03%
92,562
+262
541
$7.22M 0.03%
554,356
-56,337
542
$7.22M 0.03%
108,286
+66,530
543
$7.2M 0.03%
76,638
+5,409
544
$7.19M 0.03%
49,795
-1,349
545
$7.19M 0.03%
116,178
+1,869
546
$7.16M 0.03%
143,213
+3,853
547
$7.13M 0.03%
8,123
-2,003
548
$7.12M 0.03%
217,782
-37,773
549
$7.1M 0.03%
44,307
+4,678
550
$7.1M 0.03%
171,376
+35,960
20 21
22
23 24