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 4.96%
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
76
$56.1M 0.24%
279,349
+22,720
77
$55.1M 0.23%
1,048,881
-46,890
78
$55M 0.23%
323,864
-4,232
79
$54.6M 0.23%
557,049
+126,052
80
$53.3M 0.23%
1,296,761
-48,166
81
$52.4M 0.22%
1,043,503
+18,230
82
$52.1M 0.22%
1,381,495
+40,734
83
$50.7M 0.22%
505,263
-317,258
84
$50.6M 0.22%
371,390
-22,617
85
$49.8M 0.21%
190,906
-1,861
86
$49.2M 0.21%
451,302
-7,497
87
$49.1M 0.21%
392,920
-4,541
88
$47.7M 0.2%
886,817
-37,947
89
$46.9M 0.2%
628,815
-33,067
90
$45.8M 0.2%
481,004
-2,269
91
$45.8M 0.2%
1,589,652
+136,467
92
$45.2M 0.19%
75,772
-11,605
93
$45.1M 0.19%
259,441
-56,336
94
$44.4M 0.19%
529,395
-160,481
95
$44.1M 0.19%
149,012
-32,371
96
$43.3M 0.18%
929,238
-281,888
97
$42.4M 0.18%
169,162
-32,639
98
$42.2M 0.18%
650,468
-34,766
99
$42.1M 0.18%
2,109,377
-11,639
100
$41.7M 0.18%
231,905
-3,016
2 3
4
5 6