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
751
$4.54M 0.02%
223,811
+178,496
752
$4.53M 0.02%
103,207
-616
753
$4.53M 0.02%
76,966
+22,813
754
$4.52M 0.02%
78,691
-1,494
755
$4.51M 0.02%
266,601
+53,364
756
$4.5M 0.02%
62,144
-1,171
757
$4.49M 0.02%
166,370
+150,346
758
$4.47M 0.02%
93,614
+34,487
759
$4.45M 0.02%
15,419
+964
760
$4.45M 0.02%
177,955
-30,570
761
$4.44M 0.02%
149,185
+11,455
762
$4.44M 0.02%
36,590
+3,157
763
$4.44M 0.02%
2,825
-3,022
764
$4.4M 0.02%
79,159
-6,987
765
$4.4M 0.02%
19,855
+7,817
766
$4.39M 0.02%
40,811
-35,698
767
$4.39M 0.02%
+207,096
768
$4.38M 0.02%
25,656
+1,192
769
$4.38M 0.02%
153,553
+5,554
770
$4.38M 0.02%
151,517
-1,073
771
$4.36M 0.02%
95,443
-44,452
772
$4.33M 0.02%
130,675
+745
773
$4.33M 0.02%
278,048
-65,502
774
$4.32M 0.02%
170,691
+141,283
775
$4.32M 0.02%
+71,132
29 30
31
32 33