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
976
$2.98M 0.01%
20,244
-1,316
977
$2.97M 0.01%
123,978
+25,462
978
$2.97M 0.01%
102,127
+72,597
979
$2.97M 0.01%
27,621
+3,055
980
$2.96M 0.01%
79,272
+9,112
981
$2.96M 0.01%
39,575
+9,279
982
$2.95M 0.01%
241,299
+92,305
983
$2.95M 0.01%
78,554
+4,108
984
$2.94M 0.01%
77,777
-4,889
985
$2.93M 0.01%
53,471
+1,395
986
$2.93M 0.01%
18,184
+10,418
987
$2.92M 0.01%
57,333
-3,188
988
$2.92M 0.01%
89,335
-4,085
989
$2.92M 0.01%
65,306
+2,417
990
$2.91M 0.01%
+65,720
991
$2.89M 0.01%
228,099
+104,260
992
$2.88M 0.01%
16,748
-429
993
$2.88M 0.01%
130,094
-55,612
994
$2.87M 0.01%
60,883
-20,771
995
$2.86M 0.01%
24,696
+7,141
996
$2.86M 0.01%
31,938
-795
997
$2.84M 0.01%
133,552
+14,791
998
$2.83M 0.01%
82,176
+5,547
999
$2.83M 0.01%
15,443
-4,165
1000
$2.83M 0.01%
+107,861
38 39
40
41 42