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 4.96%
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
51
$75.7M 0.32%
482,864
-29,620
52
$75.6M 0.32%
487,742
-44,986
53
$74.1M 0.32%
213,799
+2,209
54
$72.7M 0.31%
110,131
-12,300
55
$72.6M 0.31%
949,915
-13,407
56
$69.8M 0.3%
992,701
+44,013
57
$69.7M 0.3%
299,814
+6,950
58
$66.5M 0.28%
2,356,834
+189,619
59
$65.8M 0.28%
1,369,890
+468,709
60
$65.7M 0.28%
440,778
+16,758
61
$64.6M 0.28%
122,659
-8,674
62
$64.5M 0.28%
1,284,909
-365,443
63
$63M 0.27%
768,425
-583,494
64
$62.9M 0.27%
358,963
+131,393
65
$62.6M 0.27%
1,129,170
-178,515
66
$62.2M 0.27%
422,020
+31,981
67
$62M 0.26%
555,170
+105,410
68
$61.7M 0.26%
585,873
+51,557
69
$59.8M 0.25%
796,417
-13,360
70
$59.3M 0.25%
200,059
+19,044
71
$59.3M 0.25%
3,153,753
+42,837
72
$59.3M 0.25%
122,500
+4,903
73
$58.8M 0.25%
1,144,675
+27,236
74
$56.6M 0.24%
1,935,546
-122,978
75
$56.4M 0.24%
1,216,168
-43,392
1 2
3
4 5