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
1401
$1.47M 0.01%
65,573
+5,329
1402
$1.47M 0.01%
14,646
+3,406
1403
$1.47M 0.01%
32,178
-336
1404
$1.46M 0.01%
51,188
-4,568
1405
$1.46M 0.01%
29,631
+7,494
1406
$1.46M 0.01%
29,956
-1,745
1407
$1.46M 0.01%
19,241
-3,176
1408
$1.46M 0.01%
70,554
-22,437
1409
$1.46M 0.01%
82,165
+4,907
1410
$1.46M 0.01%
10,631
-1,522
1411
$1.45M 0.01%
5,321
-13,809
1412
$1.45M 0.01%
26,843
-1,774
1413
$1.45M 0.01%
12,266
+2,134
1414
$1.45M 0.01%
+53,983
1415
$1.45M 0.01%
91,207
-10,951
1416
$1.45M 0.01%
+69,756
1417
$1.44M 0.01%
16,887
+10,220
1418
$1.43M 0.01%
13,225
-36
1419
$1.43M 0.01%
73,777
-6,817
1420
$1.43M 0.01%
69,622
+26,308
1421
$1.43M 0.01%
58,001
-2,090
1422
$1.43M 0.01%
83,004
+3,289
1423
$1.43M 0.01%
6,157
-857
1424
$1.43M 0.01%
79,017
+21,165
1425
$1.42M 0.01%
5,477
-282
55 56
57
58 59