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
1276
$1.78M 0.01%
38,146
-7,381
1277
$1.78M 0.01%
27,937
-24,603
1278
$1.78M 0.01%
35,552
+5,055
1279
$1.78M 0.01%
13,369
+971
1280
$1.78M 0.01%
101,250
+365
1281
$1.77M 0.01%
29,639
-3,149
1282
$1.77M 0.01%
63,089
+1,464
1283
$1.77M 0.01%
73,959
-15,255
1284
$1.77M 0.01%
37,574
-14,168
1285
$1.76M 0.01%
278,710
+27,847
1286
$1.76M 0.01%
112,385
+1,500
1287
$1.75M 0.01%
12,621
+807
1288
$1.74M 0.01%
34,509
+8,149
1289
$1.74M 0.01%
55,436
-14,949
1290
$1.73M 0.01%
88,829
-5,647
1291
$1.73M 0.01%
29,358
-84,779
1292
$1.73M 0.01%
4,429
+124
1293
$1.73M 0.01%
7,240
-2,249
1294
$1.73M 0.01%
41,883
-3,525
1295
$1.73M 0.01%
52,969
-1,256
1296
$1.73M 0.01%
32,880
-30
1297
$1.73M 0.01%
42,204
-2,651
1298
$1.73M 0.01%
14,587
+549
1299
$1.72M 0.01%
6,159
+193
1300
$1.72M 0.01%
17,069
-1,954
50 51
52
53 54