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
701
$5.06M 0.02%
66,442
-8,763
702
$5.06M 0.02%
35,045
+12,243
703
$5.05M 0.02%
20,025
-3,050
704
$5.04M 0.02%
73,019
-102,906
705
$5.03M 0.02%
24,329
+10
706
$5.01M 0.02%
35,241
+429
707
$5M 0.02%
97,404
+454
708
$4.96M 0.02%
80,176
-4,764
709
$4.96M 0.02%
198,523
+59,310
710
$4.94M 0.02%
100,433
+3,235
711
$4.93M 0.02%
42,363
-12,257
712
$4.91M 0.02%
18,578
-2,433
713
$4.9M 0.02%
52,576
+17,361
714
$4.9M 0.02%
69,825
+55,501
715
$4.89M 0.02%
102,160
-22,462
716
$4.88M 0.02%
5,889
+2,456
717
$4.87M 0.02%
367,766
+24,982
718
$4.86M 0.02%
21,023
-586
719
$4.86M 0.02%
110,145
-6,986
720
$4.86M 0.02%
31,305
+680
721
$4.86M 0.02%
487,976
-7,863
722
$4.81M 0.02%
115,585
+9,847
723
$4.81M 0.02%
624,905
+88,941
724
$4.79M 0.02%
87,831
-166
725
$4.79M 0.02%
123,480
+2,650
27 28
29
30 31