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
576
$6.55M 0.03%
65,239
-547
577
$6.55M 0.03%
23,916
-101
578
$6.53M 0.03%
78,044
+2,910
579
$6.49M 0.03%
166,391
+46,980
580
$6.45M 0.03%
15,862
+2,803
581
$6.41M 0.03%
121,366
+19,743
582
$6.4M 0.03%
12,520
+1,870
583
$6.38M 0.03%
329,168
+15,169
584
$6.37M 0.03%
150,855
-81,601
585
$6.37M 0.03%
100,800
-4,860
586
$6.36M 0.03%
287,721
+457
587
$6.36M 0.03%
235,936
-21,669
588
$6.34M 0.03%
94,123
-3,782
589
$6.33M 0.03%
108,241
-12,252
590
$6.33M 0.03%
104,729
+3,781
591
$6.33M 0.03%
69,469
+10,459
592
$6.32M 0.03%
246,700
-2,753
593
$6.32M 0.03%
395,675
+5,127
594
$6.31M 0.03%
492,118
+19,996
595
$6.28M 0.03%
255,523
+11,858
596
$6.27M 0.03%
20,036
+4,594
597
$6.26M 0.03%
31,581
-7,149
598
$6.26M 0.03%
27,830
-9,234
599
$6.24M 0.03%
28,927
-1,719
600
$6.23M 0.03%
305,173
+67,747
22 23
24
25 26