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
676
$5.26M 0.02%
60,163
+24,866
677
$5.24M 0.02%
143,684
+38,977
678
$5.22M 0.02%
37,699
-5,717
679
$5.22M 0.02%
161,835
+1,641
680
$5.22M 0.02%
138,272
-1,446
681
$5.19M 0.02%
59,836
-8,641
682
$5.19M 0.02%
78,499
+5,707
683
$5.19M 0.02%
124,848
-74,892
684
$5.19M 0.02%
196,171
+20,443
685
$5.18M 0.02%
145,175
-1,765
686
$5.18M 0.02%
70,820
+853
687
$5.15M 0.02%
40,965
+9,566
688
$5.13M 0.02%
173,461
+18,645
689
$5.13M 0.02%
26,926
+836
690
$5.12M 0.02%
166,905
+2,440
691
$5.11M 0.02%
62,600
-247
692
$5.11M 0.02%
157,650
+3,354
693
$5.1M 0.02%
+48,484
694
$5.1M 0.02%
75,176
+917
695
$5.09M 0.02%
146,482
-267
696
$5.09M 0.02%
158,060
-3,284
697
$5.08M 0.02%
399,705
-13,516
698
$5.08M 0.02%
141,586
+7,215
699
$5.07M 0.02%
78,215
-48,647
700
$5.06M 0.02%
92,797
-12,474
26 27
28
29 30