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
1251
$1.85M 0.01%
42,376
-5,810
1252
$1.85M 0.01%
110,795
+3,701
1253
$1.84M 0.01%
20,995
+13,324
1254
$1.84M 0.01%
97,106
+84,405
1255
$1.83M 0.01%
9,678
-856
1256
$1.83M 0.01%
125,799
-12,152
1257
$1.83M 0.01%
8,069
-198
1258
$1.83M 0.01%
35,321
-795
1259
$1.82M 0.01%
46,300
-2,101
1260
$1.82M 0.01%
46,654
-1,289
1261
$1.81M 0.01%
167,590
-11,951
1262
$1.81M 0.01%
231,133
-18,571
1263
$1.81M 0.01%
58,835
+22,449
1264
$1.8M 0.01%
58,472
+1,021
1265
$1.8M 0.01%
78,795
+2,820
1266
$1.8M 0.01%
65,364
-1,577
1267
$1.8M 0.01%
14,334
-1,917
1268
$1.79M 0.01%
45,872
-9,497
1269
$1.79M 0.01%
63,407
-96,419
1270
$1.79M 0.01%
48,389
+18
1271
$1.79M 0.01%
42,216
+342
1272
$1.78M 0.01%
29,612
+13,108
1273
$1.78M 0.01%
32,912
+5,433
1274
$1.78M 0.01%
123,736
+16,625
1275
$1.78M 0.01%
53,887
+7,042
49 50
51
52 53