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
726
$4.79M 0.02%
324,406
-36,334
727
$4.78M 0.02%
178,614
+9,420
728
$4.76M 0.02%
101,292
-6,390
729
$4.75M 0.02%
17,217
-1,165
730
$4.74M 0.02%
69,273
-25,300
731
$4.74M 0.02%
183,843
+17,919
732
$4.73M 0.02%
10,323
+1,127
733
$4.72M 0.02%
130,652
-54,565
734
$4.69M 0.02%
162,754
-5,347
735
$4.69M 0.02%
46,016
+6,960
736
$4.69M 0.02%
29,936
+34
737
$4.68M 0.02%
543,881
-60,984
738
$4.67M 0.02%
41,852
-4,620
739
$4.65M 0.02%
35,919
-14,045
740
$4.65M 0.02%
71,545
-40,874
741
$4.65M 0.02%
68,777
+10,339
742
$4.64M 0.02%
200,201
-19,172
743
$4.64M 0.02%
108,392
-170,908
744
$4.62M 0.02%
34,990
-1,841
745
$4.61M 0.02%
275,620
+10,180
746
$4.6M 0.02%
143,426
-4,017
747
$4.6M 0.02%
79,840
+17,263
748
$4.58M 0.02%
75,903
+3,800
749
$4.57M 0.02%
100,299
-21,800
750
$4.56M 0.02%
118,644
-139
28 29
30
31 32