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
1226
$1.93M 0.01%
49,748
-294
1227
$1.91M 0.01%
44,361
+5,748
1228
$1.91M 0.01%
32,594
+22,730
1229
$1.91M 0.01%
31,170
-846
1230
$1.9M 0.01%
31,059
+3,321
1231
$1.9M 0.01%
14,978
+3,294
1232
$1.9M 0.01%
66,058
-8,762
1233
$1.9M 0.01%
13,710
-1,471
1234
$1.9M 0.01%
160,344
-11,317
1235
$1.89M 0.01%
17,173
+2,575
1236
$1.89M 0.01%
20,304
+13,113
1237
$1.89M 0.01%
127,749
-16,575
1238
$1.89M 0.01%
95,557
-65,659
1239
$1.89M 0.01%
164,636
-9,629
1240
$1.88M 0.01%
20,669
+2,707
1241
$1.88M 0.01%
4,585
-202
1242
$1.87M 0.01%
61,846
-11,396
1243
$1.87M 0.01%
4,692
-33
1244
$1.87M 0.01%
4,811
+158
1245
$1.87M 0.01%
38,581
-1,465
1246
$1.86M 0.01%
18,049
+1,762
1247
$1.86M 0.01%
57,610
+14,403
1248
$1.86M 0.01%
30,169
-5,889
1249
$1.85M 0.01%
62,105
-5,127
1250
$1.85M 0.01%
80,520
+28,081
48 49
50
51 52