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
876
$3.54M 0.02%
70,845
+6,037
877
$3.54M 0.02%
46,583
+1,315
878
$3.54M 0.02%
205,774
-9,928
879
$3.53M 0.02%
65,883
-1,379
880
$3.53M 0.02%
64,014
+5,506
881
$3.51M 0.02%
44,503
-12,779
882
$3.51M 0.02%
43,324
-113,702
883
$3.48M 0.01%
261,741
-857
884
$3.47M 0.01%
40,605
-1,144
885
$3.46M 0.01%
36,434
+41
886
$3.46M 0.01%
169,301
+14,385
887
$3.46M 0.01%
134,580
+10,908
888
$3.45M 0.01%
127,800
+31,845
889
$3.44M 0.01%
87,290
-3,033
890
$3.44M 0.01%
66,220
-19,341
891
$3.44M 0.01%
112,442
-21,951
892
$3.43M 0.01%
95,227
+1,301
893
$3.42M 0.01%
74,869
+2,421
894
$3.41M 0.01%
78,866
-4,051
895
$3.41M 0.01%
61,039
-20,765
896
$3.41M 0.01%
55,263
-833
897
$3.41M 0.01%
64,935
-31,556
898
$3.39M 0.01%
+124,100
899
$3.38M 0.01%
29,061
-7,503
900
$3.38M 0.01%
121,477
-2,095
34 35
36
37 38