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
776
$4.31M 0.02%
24,767
-1,839
777
$4.31M 0.02%
33,319
-8,261
778
$4.3M 0.02%
17,650
+6,481
779
$4.29M 0.02%
62,751
-965
780
$4.27M 0.02%
8,562
+1,728
781
$4.27M 0.02%
333,692
+80,368
782
$4.27M 0.02%
122,837
-5,987
783
$4.26M 0.02%
43,055
-39,868
784
$4.25M 0.02%
133,455
+1,759
785
$4.25M 0.02%
123,787
-13,271
786
$4.24M 0.02%
148,091
+8,945
787
$4.24M 0.02%
33,535
-33,073
788
$4.23M 0.02%
82,614
-3,638
789
$4.22M 0.02%
+129,662
790
$4.21M 0.02%
50,256
-4,329
791
$4.2M 0.02%
82,407
+3,402
792
$4.19M 0.02%
115,941
-22,706
793
$4.19M 0.02%
27,020
+2,675
794
$4.18M 0.02%
67,076
+45,793
795
$4.15M 0.02%
118,857
+25,087
796
$4.15M 0.02%
84,026
-3,834
797
$4.13M 0.02%
113,330
+8,972
798
$4.13M 0.02%
60,202
+887
799
$4.11M 0.02%
87,196
-210,739
800
$4.1M 0.02%
43,325
-182,289
30 31
32
33 34