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
651
$5.54M 0.02%
223,634
+4,278
652
$5.53M 0.02%
181,629
-19,452
653
$5.53M 0.02%
135,986
-8,343
654
$5.52M 0.02%
99,702
+55,107
655
$5.52M 0.02%
46,770
-17
656
$5.51M 0.02%
175,389
-16,435
657
$5.49M 0.02%
2,124
-1,153
658
$5.48M 0.02%
65,790
+3,164
659
$5.47M 0.02%
217,647
+84,883
660
$5.46M 0.02%
82,176
-10,594
661
$5.46M 0.02%
22,593
+843
662
$5.45M 0.02%
96,256
+71,208
663
$5.42M 0.02%
148,363
-31,135
664
$5.42M 0.02%
129,516
-18,323
665
$5.4M 0.02%
17,708
+2,272
666
$5.37M 0.02%
136,077
+17,015
667
$5.37M 0.02%
137,209
-11,021
668
$5.35M 0.02%
352,459
+23,822
669
$5.35M 0.02%
114,030
+26,997
670
$5.34M 0.02%
93,195
+1,697
671
$5.33M 0.02%
17,163
-6,073
672
$5.32M 0.02%
92,678
-1,531
673
$5.32M 0.02%
104,440
+9,923
674
$5.3M 0.02%
58,982
-6,959
675
$5.28M 0.02%
118,255
-6,236
25 26
27
28 29