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
1451
$1.35M 0.01%
55,590
+9,646
1452
$1.35M 0.01%
31,496
-1,110
1453
$1.35M 0.01%
16,800
+479
1454
$1.35M 0.01%
37,715
+5,571
1455
$1.34M 0.01%
28,911
-176
1456
$1.34M 0.01%
46,758
-369
1457
$1.34M 0.01%
45,324
-1,848
1458
$1.34M 0.01%
39,490
-168
1459
$1.34M 0.01%
33,559
-4,200
1460
$1.33M 0.01%
8,763
-1,810
1461
$1.33M 0.01%
48,489
+15,806
1462
$1.33M 0.01%
10,952
-1,738
1463
$1.33M 0.01%
19,105
+15,672
1464
$1.33M 0.01%
69,749
-12,383
1465
$1.32M 0.01%
32,420
-2,407
1466
$1.32M 0.01%
43,482
+11,871
1467
$1.32M 0.01%
26,660
+5,458
1468
$1.32M 0.01%
38,272
-434
1469
$1.32M 0.01%
165,815
+115,194
1470
$1.31M 0.01%
8,737
-413
1471
$1.31M 0.01%
16,500
-7
1472
$1.31M 0.01%
34,303
+17,636
1473
$1.31M 0.01%
5,050
-110
1474
$1.31M 0.01%
47,772
-7,532
1475
$1.31M 0.01%
37,467
-7,203
57 58
59
60 61