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
826
$3.94M 0.02%
24,952
-4,408
827
$3.94M 0.02%
38,965
-5,528
828
$3.92M 0.02%
122,288
+2,430
829
$3.9M 0.02%
130,911
-6,689
830
$3.88M 0.02%
46,150
+13,572
831
$3.87M 0.02%
151,805
+5,702
832
$3.87M 0.02%
107,812
-16,936
833
$3.86M 0.02%
72,862
+2,872
834
$3.83M 0.02%
90,822
-15,524
835
$3.83M 0.02%
138,206
-9,109
836
$3.83M 0.02%
41,537
+39,156
837
$3.82M 0.02%
48,154
-695
838
$3.81M 0.02%
29,086
-95
839
$3.81M 0.02%
+50,918
840
$3.81M 0.02%
157,620
-6,756
841
$3.81M 0.02%
31,972
+1,535
842
$3.8M 0.02%
17,876
-134
843
$3.8M 0.02%
510,784
-2,999
844
$3.8M 0.02%
25,204
+2,008
845
$3.78M 0.02%
109,857
-14,232
846
$3.76M 0.02%
75,354
+52,000
847
$3.75M 0.02%
12,611
-1,578
848
$3.74M 0.02%
45,860
+8,538
849
$3.74M 0.02%
+20,354
850
$3.73M 0.02%
20,445
32 33
34
35 36