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
601
$6.23M 0.03%
229,942
+184,600
602
$6.2M 0.03%
59,513
+2,177
603
$6.19M 0.03%
30,534
+9,818
604
$6.19M 0.03%
217,610
+88,900
605
$6.16M 0.03%
87,252
+1,482
606
$6.15M 0.03%
79,491
-4,420
607
$6.13M 0.03%
+224,329
608
$6.13M 0.03%
27,270
-4,766
609
$6.12M 0.03%
175,831
-7,649
610
$6.09M 0.03%
117,130
-7,969
611
$6.09M 0.03%
57,753
-9,026
612
$6.08M 0.03%
129,426
+19,150
613
$6.08M 0.03%
13,186
-357
614
$6.06M 0.03%
178,191
+52,359
615
$6.06M 0.03%
497,309
-12,031
616
$6.03M 0.03%
50,617
-6,168
617
$6M 0.03%
249,066
-103,968
618
$5.97M 0.03%
180,738
+25,958
619
$5.96M 0.03%
24,453
-1,367
620
$5.94M 0.03%
87,153
+52,803
621
$5.92M 0.03%
111,728
-4,932
622
$5.9M 0.03%
114,242
-710
623
$5.89M 0.03%
65,999
-11,130
624
$5.88M 0.03%
167,454
+32,783
625
$5.86M 0.03%
89,710
-13,312
23 24
25
26 27