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
1051
$2.53M 0.01%
106,870
+72,581
1052
$2.52M 0.01%
87,242
+1,300
1053
$2.51M 0.01%
12,205
+572
1054
$2.5M 0.01%
4,594
+191
1055
$2.5M 0.01%
37,996
-1,986
1056
$2.5M 0.01%
58,865
-43,268
1057
$2.5M 0.01%
19,437
-15
1058
$2.49M 0.01%
31,713
-142,910
1059
$2.49M 0.01%
46,140
+5,253
1060
$2.48M 0.01%
39,758
+396
1061
$2.48M 0.01%
38,442
+87
1062
$2.48M 0.01%
95,979
+33,265
1063
$2.48M 0.01%
17,198
+731
1064
$2.47M 0.01%
47,273
+10,709
1065
$2.47M 0.01%
5,914
-12,154
1066
$2.47M 0.01%
+70,060
1067
$2.47M 0.01%
40,426
+3,966
1068
$2.47M 0.01%
48,915
+7,995
1069
$2.46M 0.01%
17,528
+3,845
1070
$2.46M 0.01%
67,492
-1,077
1071
$2.46M 0.01%
58,734
-12,703
1072
$2.46M 0.01%
64,403
+1,482
1073
$2.45M 0.01%
47,001
-4,315
1074
$2.45M 0.01%
24,231
-329
1075
$2.45M 0.01%
30,153
-1,102
41 42
43
44 45