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
1126
$2.26M 0.01%
41,903
+148
1127
$2.24M 0.01%
24,458
-32,026
1128
$2.23M 0.01%
26,658
-6,747
1129
$2.22M 0.01%
98,152
-1,276
1130
$2.21M 0.01%
187,434
-4,457
1131
$2.21M 0.01%
30,524
+3,160
1132
$2.21M 0.01%
33,519
-6,120
1133
$2.21M 0.01%
30,920
-668
1134
$2.21M 0.01%
60,150
-4,182
1135
$2.2M 0.01%
53,184
+4,875
1136
$2.2M 0.01%
65,424
-3,760
1137
$2.2M 0.01%
116,220
-4,935
1138
$2.2M 0.01%
86,116
+8,310
1139
$2.19M 0.01%
56,942
+6,749
1140
$2.18M 0.01%
79,859
+5,516
1141
$2.18M 0.01%
88,447
-23,308
1142
$2.18M 0.01%
11,466
-6,661
1143
$2.18M 0.01%
35,400
+1,679
1144
$2.18M 0.01%
98,479
+25,324
1145
$2.17M 0.01%
46,041
+3,059
1146
$2.17M 0.01%
47,545
-4,403
1147
$2.17M 0.01%
25,050
-725
1148
$2.16M 0.01%
68,746
-2,276
1149
$2.16M 0.01%
50,708
+22,628
1150
$2.16M 0.01%
62,498
-1,439
44 45
46
47 48