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
1001
$2.83M 0.01%
84,755
-4,568
1002
$2.83M 0.01%
264,735
-15,426
1003
$2.83M 0.01%
55,365
+7,737
1004
$2.82M 0.01%
57,989
-8,217
1005
$2.8M 0.01%
5,716
-1,997
1006
$2.79M 0.01%
7,337
-168
1007
$2.78M 0.01%
66,374
+29,884
1008
$2.77M 0.01%
4,394
+2,925
1009
$2.77M 0.01%
186,303
-900
1010
$2.75M 0.01%
30,261
-10
1011
$2.75M 0.01%
47,618
-229
1012
$2.75M 0.01%
54,290
+2,248
1013
$2.75M 0.01%
103,022
-2,910
1014
$2.74M 0.01%
121,420
-15,925
1015
$2.73M 0.01%
109,640
-65,030
1016
$2.72M 0.01%
61,792
+7,367
1017
$2.71M 0.01%
109,538
-17,647
1018
$2.71M 0.01%
60,558
-12,504
1019
$2.71M 0.01%
29,100
+1,310
1020
$2.71M 0.01%
127,512
-4,014
1021
$2.71M 0.01%
27,293
+2,717
1022
$2.69M 0.01%
86,824
+16,478
1023
$2.69M 0.01%
128,970
+36,427
1024
$2.69M 0.01%
11,962
-2,255
1025
$2.69M 0.01%
4,630
+2,240
39 40
41
42 43