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
1076
$2.45M 0.01%
81,837
-368,794
1077
$2.45M 0.01%
9,890
+4,233
1078
$2.44M 0.01%
46,105
-35,087
1079
$2.44M 0.01%
134,906
-9,108
1080
$2.44M 0.01%
54,668
+519
1081
$2.43M 0.01%
75,653
-4,083
1082
$2.43M 0.01%
314,738
-16,726
1083
$2.43M 0.01%
83,295
-11,138
1084
$2.42M 0.01%
+8,277
1085
$2.42M 0.01%
50,179
+16,175
1086
$2.42M 0.01%
47,999
+30,834
1087
$2.42M 0.01%
304,310
-22,597
1088
$2.41M 0.01%
124,065
+72,332
1089
$2.41M 0.01%
8,908
-773
1090
$2.41M 0.01%
17,801
+10,196
1091
$2.4M 0.01%
40,857
-3,002
1092
$2.4M 0.01%
14,537
+10,241
1093
$2.4M 0.01%
61,955
+15,104
1094
$2.39M 0.01%
102,040
+1,000
1095
$2.39M 0.01%
37,919
-2,307
1096
$2.38M 0.01%
41,313
-881
1097
$2.38M 0.01%
79,851
-2,400
1098
$2.38M 0.01%
54,508
-8,500
1099
$2.38M 0.01%
53,533
-3,717
1100
$2.38M 0.01%
33,899
+4,950
42 43
44
45 46