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
1426
$1.42M 0.01%
50,875
-11,612
1427
$1.41M 0.01%
7,389
-801
1428
$1.41M 0.01%
39,523
-29,798
1429
$1.41M 0.01%
45,932
+1,877
1430
$1.4M 0.01%
57,958
+16,996
1431
$1.4M 0.01%
37,775
-5,034
1432
$1.4M 0.01%
15,847
+1,211
1433
$1.4M 0.01%
27,306
-1,180
1434
$1.4M 0.01%
11,791
-31,170
1435
$1.4M 0.01%
18,510
-11,458
1436
$1.39M 0.01%
36,056
-4,002
1437
$1.39M 0.01%
65,307
+35,231
1438
$1.39M 0.01%
+102,800
1439
$1.39M 0.01%
69,183
-30,097
1440
$1.38M 0.01%
92,050
+70,354
1441
$1.38M 0.01%
39,838
+11,940
1442
$1.38M 0.01%
17,038
-2,294
1443
$1.38M 0.01%
45,014
-926
1444
$1.37M 0.01%
27,403
-8,220
1445
$1.37M 0.01%
27,059
-2,736
1446
$1.37M 0.01%
+12,775
1447
$1.36M 0.01%
31,459
-7,980
1448
$1.36M 0.01%
18,886
-22,296
1449
$1.36M 0.01%
33,356
+1,141
1450
$1.36M 0.01%
5,965
+133
56 57
58
59 60