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
1376
$1.54M 0.01%
102,467
-958
1377
$1.53M 0.01%
53,257
-148
1378
$1.53M 0.01%
35,458
-15,129
1379
$1.53M 0.01%
41,298
+777
1380
$1.53M 0.01%
24,202
+2,413
1381
$1.52M 0.01%
37,443
-16,059
1382
$1.52M 0.01%
42,259
+13,766
1383
$1.51M 0.01%
18,297
-1,347
1384
$1.51M 0.01%
18,621
+5,798
1385
$1.51M 0.01%
+18,322
1386
$1.5M 0.01%
54,321
+18,399
1387
$1.5M 0.01%
10,269
+4,394
1388
$1.5M 0.01%
117,694
+12,625
1389
$1.49M 0.01%
58,593
+43,996
1390
$1.49M 0.01%
70,154
+10,407
1391
$1.49M 0.01%
10,803
-378
1392
$1.49M 0.01%
29,857
+2,570
1393
$1.49M 0.01%
42,575
+4,082
1394
$1.49M 0.01%
27,863
-1,847
1395
$1.48M 0.01%
23,195
+3,912
1396
$1.48M 0.01%
42,957
-501
1397
$1.48M 0.01%
156,703
+30,397
1398
$1.47M 0.01%
37,914
-8,308
1399
$1.47M 0.01%
35,985
+2,715
1400
$1.47M 0.01%
13,653
+2,187
54 55
56
57 58