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
1176
$2.06M 0.01%
81,904
-16,468
1177
$2.06M 0.01%
52,446
+2,019
1178
$2.06M 0.01%
57,755
+660
1179
$2.05M 0.01%
34,610
+1,615
1180
$2.05M 0.01%
1,712
+676
1181
$2.04M 0.01%
42,445
+815
1182
$2.04M 0.01%
75,664
+4,738
1183
$2.04M 0.01%
49,148
-11,764
1184
$2.03M 0.01%
53,239
-8,410
1185
$2.03M 0.01%
12,043
+11
1186
$2.03M 0.01%
43,121
+22,400
1187
$2.03M 0.01%
31,518
+1,657
1188
$2.03M 0.01%
21,779
-545
1189
$2.03M 0.01%
26,444
-2,500
1190
$2.03M 0.01%
134,870
+3,368
1191
$2.03M 0.01%
50,106
+410
1192
$2.02M 0.01%
15,874
+563
1193
$2.02M 0.01%
64,220
-3,424
1194
$2.02M 0.01%
31,438
-22,185
1195
$2M 0.01%
94,976
-5,197
1196
$1.99M 0.01%
22,673
+8,913
1197
$1.99M 0.01%
21,738
-9,792
1198
$1.99M 0.01%
35,993
+4,054
1199
$1.99M 0.01%
45,543
-9,966
1200
$1.99M 0.01%
54,234
-1,975
46 47
48
49 50