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
551
$7.09M 0.03%
94,896
-1,830
552
$7.07M 0.03%
199,435
-19,103
553
$7.05M 0.03%
25,902
+10,516
554
$7M 0.03%
43,667
+20,901
555
$7M 0.03%
69,423
+32,250
556
$6.99M 0.03%
73,765
-11,222
557
$6.96M 0.03%
+254,744
558
$6.94M 0.03%
72,407
-40,437
559
$6.92M 0.03%
181,955
-11,122
560
$6.91M 0.03%
190,207
-83,757
561
$6.91M 0.03%
85,817
-1,768
562
$6.91M 0.03%
282,773
-13,170
563
$6.86M 0.03%
48,102
+498
564
$6.84M 0.03%
126,538
-37,462
565
$6.81M 0.03%
167,203
+133,519
566
$6.8M 0.03%
257,686
+215,950
567
$6.72M 0.03%
162,003
-8,612
568
$6.7M 0.03%
96,327
+13,728
569
$6.7M 0.03%
47,867
+619
570
$6.65M 0.03%
138,204
+12,301
571
$6.65M 0.03%
130,343
+33,978
572
$6.6M 0.03%
49,070
-4,620
573
$6.6M 0.03%
135,493
-3,925
574
$6.59M 0.03%
65,542
-2,927
575
$6.56M 0.03%
97,433
-8,057
21 22
23
24 25