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
901
$3.38M 0.01%
69,164
+46,235
902
$3.37M 0.01%
204,998
-14,696
903
$3.36M 0.01%
49,448
+3,707
904
$3.36M 0.01%
552,274
+44,526
905
$3.33M 0.01%
119,078
-46,243
906
$3.33M 0.01%
81,673
+68,322
907
$3.33M 0.01%
116,425
-80,368
908
$3.31M 0.01%
20,636
+745
909
$3.31M 0.01%
62,125
-1,689
910
$3.29M 0.01%
49,057
-4,990
911
$3.29M 0.01%
64,854
-141,122
912
$3.29M 0.01%
165,682
-20,072
913
$3.28M 0.01%
90,838
-3,958
914
$3.28M 0.01%
107,263
-15,266
915
$3.27M 0.01%
+240,668
916
$3.27M 0.01%
253,416
-3,980
917
$3.27M 0.01%
69,447
-3,019
918
$3.27M 0.01%
54,962
-18,267
919
$3.26M 0.01%
482,426
+422,981
920
$3.26M 0.01%
96,549
+1,224
921
$3.26M 0.01%
15,248
-10
922
$3.25M 0.01%
42,964
+31,541
923
$3.24M 0.01%
80,627
+17,611
924
$3.23M 0.01%
52,897
-3,779
925
$3.23M 0.01%
127,084
+42,671
35 36
37
38 39