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
926
$3.23M 0.01%
86,239
-10,181
927
$3.23M 0.01%
125,471
-19,027
928
$3.23M 0.01%
+193,959
929
$3.22M 0.01%
102,310
+44,507
930
$3.22M 0.01%
59,953
-4,836
931
$3.21M 0.01%
85,414
-5,790
932
$3.21M 0.01%
178,900
-204
933
$3.21M 0.01%
160,607
-14,061
934
$3.19M 0.01%
171,658
-11,699
935
$3.19M 0.01%
+114,306
936
$3.18M 0.01%
95,767
+16,234
937
$3.18M 0.01%
147,004
+1,155
938
$3.17M 0.01%
3,937
-192
939
$3.17M 0.01%
185,955
+20,433
940
$3.17M 0.01%
139,372
+19,899
941
$3.16M 0.01%
21,713
-6,536
942
$3.16M 0.01%
24,553
+2,062
943
$3.14M 0.01%
113,647
-24,018
944
$3.14M 0.01%
123,939
-70,476
945
$3.14M 0.01%
142,324
+16,252
946
$3.14M 0.01%
21,013
-5,241
947
$3.13M 0.01%
18,997
-351
948
$3.13M 0.01%
28,974
-1,910
949
$3.13M 0.01%
169,657
-37,282
950
$3.13M 0.01%
9,502
+872
36 37
38
39 40