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
1301
$1.72M 0.01%
53,577
+6,087
1302
$1.71M 0.01%
47,514
+7,059
1303
$1.71M 0.01%
41,465
-411
1304
$1.71M 0.01%
9,801
-2,916
1305
$1.71M 0.01%
179,701
-10,945
1306
$1.71M 0.01%
55,861
+611
1307
$1.71M 0.01%
22,231
-5,648
1308
$1.7M 0.01%
32,450
+1,744
1309
$1.7M 0.01%
55,579
-7,380
1310
$1.7M 0.01%
154,863
-8,642
1311
$1.7M 0.01%
71,037
-6,937
1312
$1.7M 0.01%
69,392
-25,998
1313
$1.68M 0.01%
45,939
-3,163
1314
$1.68M 0.01%
7,748
+4,724
1315
$1.68M 0.01%
33,703
-5,954
1316
$1.68M 0.01%
121,893
-17,107
1317
$1.67M 0.01%
22,210
+6,571
1318
$1.66M 0.01%
9,117
+200
1319
$1.66M 0.01%
96,605
+33,155
1320
$1.66M 0.01%
47,347
+1,976
1321
$1.65M 0.01%
34,333
-120,754
1322
$1.65M 0.01%
16,372
+1,832
1323
$1.65M 0.01%
24,116
+13,296
1324
$1.65M 0.01%
53,296
-690
1325
$1.65M 0.01%
16,944
+11,588
51 52
53
54 55