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 4.96%
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
101
$40.7M 0.17%
1,043,325
+45,062
102
$40.7M 0.17%
578,864
+7,580
103
$40.5M 0.17%
878,322
-295,812
104
$40.4M 0.17%
798,798
+39,276
105
$40.3M 0.17%
404,207
+38,705
106
$40.2M 0.17%
617,665
+114,780
107
$40M 0.17%
404,654
-86,950
108
$39.6M 0.17%
130,476
-24,885
109
$39.5M 0.17%
2,355,009
-17,033
110
$39.4M 0.17%
86,870
-9,889
111
$39.2M 0.17%
664,909
+23,771
112
$38.7M 0.17%
1,868,040
-19,884
113
$38.3M 0.16%
1,442,392
+647,503
114
$38.3M 0.16%
292,317
+413
115
$37.8M 0.16%
231,347
+3,631
116
$37.8M 0.16%
88,552
-2,584
117
$37.4M 0.16%
1,110,431
-16,167
118
$37.4M 0.16%
838,198
+107,502
119
$37.3M 0.16%
1,317,053
+482,707
120
$36.9M 0.16%
1,124,901
+630,424
121
$36.8M 0.16%
1,431,929
+211,268
122
$36.8M 0.16%
979,788
+139,624
123
$36.3M 0.15%
346,285
-13,916
124
$36.2M 0.15%
1,064,942
-15,993
125
$36.1M 0.15%
464,540
+16,943
3 4
5
6 7