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
1326
$1.65M 0.01%
36,427
+2,023
1327
$1.65M 0.01%
24,683
+9,084
1328
$1.64M 0.01%
14,620
-2,291
1329
$1.64M 0.01%
35,836
-8,033
1330
$1.64M 0.01%
56,168
-8,843
1331
$1.63M 0.01%
3,961
-245
1332
$1.63M 0.01%
331,961
-80,459
1333
$1.63M 0.01%
70,535
+5,401
1334
$1.63M 0.01%
35,025
-10,089
1335
$1.62M 0.01%
7,387
-150
1336
$1.62M 0.01%
45,416
-32,195
1337
$1.62M 0.01%
31,243
+9,867
1338
$1.62M 0.01%
11,897
+5,338
1339
$1.62M 0.01%
31,577
-637
1340
$1.62M 0.01%
10,413
-307
1341
$1.61M 0.01%
3,766
-201
1342
$1.61M 0.01%
164,274
-258
1343
$1.61M 0.01%
11,181
+104
1344
$1.61M 0.01%
37,334
+2,433
1345
$1.61M 0.01%
28,488
+22,430
1346
$1.6M 0.01%
8,172
+5,823
1347
$1.6M 0.01%
5,508
-347
1348
$1.6M 0.01%
40,472
-2,505
1349
$1.6M 0.01%
74,368
-15,730
1350
$1.6M 0.01%
72,483
-5,598
52 53
54
55 56