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
851
$3.72M 0.02%
66,180
-275
852
$3.72M 0.02%
41,269
+2,107
853
$3.71M 0.02%
123,234
+33,034
854
$3.7M 0.02%
33,581
-530
855
$3.69M 0.02%
314,511
-75,018
856
$3.69M 0.02%
60,651
+1,028
857
$3.68M 0.02%
49,588
+2,551
858
$3.68M 0.02%
92,324
-13,348
859
$3.68M 0.02%
115,765
-751
860
$3.67M 0.02%
71,979
-5,372
861
$3.66M 0.02%
70,888
-34,965
862
$3.63M 0.02%
110,365
-14,279
863
$3.63M 0.02%
155,854
+14,127
864
$3.61M 0.02%
32,145
+2,777
865
$3.6M 0.02%
15,665
+7,345
866
$3.59M 0.02%
172,097
-9,253
867
$3.59M 0.02%
109,192
+27,006
868
$3.59M 0.02%
53,433
+172
869
$3.59M 0.02%
101,709
+7,564
870
$3.59M 0.02%
80,263
-7,848
871
$3.58M 0.02%
360,146
+1,666
872
$3.58M 0.02%
44,645
+11,017
873
$3.57M 0.02%
38,043
-1,072
874
$3.56M 0.02%
54,441
-511
875
$3.54M 0.02%
130,660
-14,737
33 34
35
36 37