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
1101
$2.38M 0.01%
144,977
+1,541
1102
$2.37M 0.01%
6,567
+5,887
1103
$2.37M 0.01%
49,444
-1,805
1104
$2.36M 0.01%
33,195
+11,561
1105
$2.36M 0.01%
165,251
+7,402
1106
$2.36M 0.01%
90,145
+28,621
1107
$2.35M 0.01%
1,656
-219
1108
$2.35M 0.01%
95,410
-4,493
1109
$2.34M 0.01%
14,343
-24,610
1110
$2.34M 0.01%
65,621
-500
1111
$2.33M 0.01%
22,718
1112
$2.32M 0.01%
19,496
+6,601
1113
$2.32M 0.01%
15,284
-2,019
1114
$2.32M 0.01%
37,716
+92
1115
$2.32M 0.01%
31,562
-4,572
1116
$2.31M 0.01%
41,652
-2,803
1117
$2.31M 0.01%
54,764
-1,817
1118
$2.31M 0.01%
59,311
-58,914
1119
$2.31M 0.01%
23,181
-6,329
1120
$2.3M 0.01%
72,782
-451
1121
$2.3M 0.01%
103,244
+12,373
1122
$2.29M 0.01%
55,236
-70,029
1123
$2.29M 0.01%
21,335
+7,596
1124
$2.28M 0.01%
85,114
+5,486
1125
$2.27M 0.01%
14,741
-251
43 44
45
46 47