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
626
$5.84M 0.02%
112,592
+5,518
627
$5.83M 0.02%
272,726
+27,410
628
$5.81M 0.02%
219,462
+116,116
629
$5.81M 0.02%
134,839
+3,296
630
$5.8M 0.02%
312,803
-44,764
631
$5.8M 0.02%
134,088
-21,606
632
$5.78M 0.02%
346,073
-27,936
633
$5.75M 0.02%
187,997
-23,317
634
$5.75M 0.02%
74,160
-2,996
635
$5.73M 0.02%
956,275
+164,372
636
$5.7M 0.02%
65,916
+23,023
637
$5.68M 0.02%
145,361
-31,001
638
$5.68M 0.02%
39,858
+651
639
$5.68M 0.02%
193,653
-19,730
640
$5.65M 0.02%
+269,998
641
$5.65M 0.02%
136,414
+2,918
642
$5.64M 0.02%
1,130,678
+65,035
643
$5.64M 0.02%
283,068
-41,164
644
$5.63M 0.02%
55,773
-7,807
645
$5.62M 0.02%
218,067
+4,300
646
$5.61M 0.02%
59,309
-10,519
647
$5.58M 0.02%
48,830
+12,006
648
$5.57M 0.02%
150,414
-9,745
649
$5.57M 0.02%
54,752
+3,065
650
$5.57M 0.02%
121,799
-12,294
24 25
26
27 28