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
1351
$1.59M 0.01%
80,658
-1,331
1352
$1.59M 0.01%
51,099
-29,556
1353
$1.59M 0.01%
89,094
-111,877
1354
$1.58M 0.01%
26,827
+17,910
1355
$1.58M 0.01%
11,581
-1,409
1356
$1.58M 0.01%
41,792
+9,638
1357
$1.58M 0.01%
181,243
+5,101
1358
$1.58M 0.01%
132,229
+75,753
1359
$1.57M 0.01%
39,556
+681
1360
$1.57M 0.01%
+12,454
1361
$1.57M 0.01%
9,410
-307
1362
$1.57M 0.01%
27,554
+1,096
1363
$1.57M 0.01%
6,588
-33
1364
$1.57M 0.01%
27,185
+344
1365
$1.56M 0.01%
19,792
+809
1366
$1.56M 0.01%
64,380
+21,378
1367
$1.56M 0.01%
+15,065
1368
$1.56M 0.01%
43,584
+26,838
1369
$1.56M 0.01%
+31,681
1370
$1.56M 0.01%
51,388
+3,001
1371
$1.55M 0.01%
40,770
-36,128
1372
$1.54M 0.01%
42,512
-324
1373
$1.54M 0.01%
9,383
-201
1374
$1.54M 0.01%
42,426
-1,258
1375
$1.54M 0.01%
41,892
+1,768
53 54
55
56 57