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
1151
$2.15M 0.01%
43,931
+3,241
1152
$2.15M 0.01%
23,428
+3,696
1153
$2.15M 0.01%
+80,846
1154
$2.15M 0.01%
+88,443
1155
$2.14M 0.01%
48,061
+204
1156
$2.14M 0.01%
28,907
-1,691
1157
$2.14M 0.01%
100,707
+6,004
1158
$2.13M 0.01%
305
+2
1159
$2.13M 0.01%
8,251
+535
1160
$2.12M 0.01%
55,445
-14,919
1161
$2.12M 0.01%
39,183
+6,021
1162
$2.11M 0.01%
26,450
+2,506
1163
$2.1M 0.01%
251,765
+48,979
1164
$2.1M 0.01%
29,322
-5,208
1165
$2.09M 0.01%
95,443
+512
1166
$2.09M 0.01%
83,748
+33,069
1167
$2.08M 0.01%
45,163
+3,305
1168
$2.07M 0.01%
59,315
+1,537
1169
$2.07M 0.01%
81,030
-9,865
1170
$2.07M 0.01%
89,641
+26,502
1171
$2.07M 0.01%
13,542
+121
1172
$2.07M 0.01%
33,764
-133
1173
$2.06M 0.01%
18,050
-553
1174
$2.06M 0.01%
58,998
-2,272
1175
$2.06M 0.01%
89,298
-10,207
45 46
47
48 49