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
1201
$1.99M 0.01%
277,580
+5,478
1202
$1.98M 0.01%
32,807
-5,245
1203
$1.98M 0.01%
53,492
-8,702
1204
$1.98M 0.01%
22,481
-19,227
1205
$1.97M 0.01%
93,321
-13,645
1206
$1.97M 0.01%
41,303
+8,440
1207
$1.97M 0.01%
88,377
+1,108
1208
$1.96M 0.01%
93,866
+3,939
1209
$1.96M 0.01%
14,840
-1,938
1210
$1.96M 0.01%
32,612
+1,123
1211
$1.96M 0.01%
62,726
+9,007
1212
$1.96M 0.01%
30,856
+5,027
1213
$1.96M 0.01%
56,559
-4,233
1214
$1.95M 0.01%
8,009
+366
1215
$1.95M 0.01%
16,754
+1,107
1216
$1.95M 0.01%
16,562
-9,490
1217
$1.95M 0.01%
57,944
-6,778
1218
$1.95M 0.01%
59,219
+3,145
1219
$1.94M 0.01%
59,018
-9,319
1220
$1.94M 0.01%
15,130
-9,520
1221
$1.93M 0.01%
19,788
+3,874
1222
$1.93M 0.01%
33,382
-9,224
1223
$1.93M 0.01%
234,793
+20,660
1224
$1.93M 0.01%
19,641
+1,771
1225
$1.93M 0.01%
128,846
-110
47 48
49
50 51