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
951
$3.13M 0.01%
13,769
+549
952
$3.12M 0.01%
253,297
+3,326
953
$3.12M 0.01%
57,140
+7,982
954
$3.1M 0.01%
135,932
-299
955
$3.1M 0.01%
20,695
-1,212
956
$3.09M 0.01%
40,661
-612
957
$3.09M 0.01%
80,284
-734
958
$3.08M 0.01%
113,015
+15,045
959
$3.07M 0.01%
71,954
-4,580
960
$3.07M 0.01%
92,611
-6,748
961
$3.05M 0.01%
69,230
-62,621
962
$3.04M 0.01%
52,891
+3,671
963
$3.04M 0.01%
122,867
+12,739
964
$3.04M 0.01%
33,709
-1,943
965
$3.04M 0.01%
103,756
-8,316
966
$3.03M 0.01%
35,476
-6,981
967
$3.02M 0.01%
34,160
+17,184
968
$3.02M 0.01%
85,661
-3,460
969
$3M 0.01%
47,929
+24,839
970
$3M 0.01%
13,610
-4,777
971
$3M 0.01%
57,570
-7,130
972
$2.99M 0.01%
74,602
-9,184
973
$2.99M 0.01%
217,079
-2,599
974
$2.99M 0.01%
129,662
-19,959
975
$2.98M 0.01%
5,782
+1,901
37 38
39
40 41