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 4.96%
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
126
$35.8M 0.15%
396,185
-22,204
127
$35.7M 0.15%
1,042,852
-41,097
128
$35.7M 0.15%
732,640
-88,160
129
$35.7M 0.15%
290,437
+77,194
130
$35.6M 0.15%
948,677
+100,934
131
$35.6M 0.15%
135,674
+8,438
132
$35.5M 0.15%
146,945
+9,233
133
$35.2M 0.15%
133,842
+5,152
134
$34.9M 0.15%
120,997
+992
135
$34.4M 0.15%
495,433
+91
136
$34.3M 0.15%
516,081
+3,414
137
$34.1M 0.15%
500,706
+52,960
138
$34M 0.15%
1,648,428
-20,985
139
$33.4M 0.14%
130,899
+29,817
140
$33.3M 0.14%
304,793
+12,214
141
$33.1M 0.14%
172,494
+3,978
142
$33M 0.14%
151,492
-6,434
143
$33M 0.14%
630,717
-27,009
144
$32.9M 0.14%
188,047
-4,257
145
$32.1M 0.14%
637,667
+87,897
146
$31.8M 0.14%
607,063
-4,500
147
$31.6M 0.13%
1,003,319
+29,823
148
$31.1M 0.13%
614,925
-43,782
149
$31.1M 0.13%
119,756
+14,297
150
$31M 0.13%
511,135
+24,284
4 5
6
7 8