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
1476
$1.31M 0.01%
13,791
+1,135
1477
$1.3M 0.01%
42,211
+13,509
1478
$1.3M 0.01%
10,272
+2,106
1479
$1.3M 0.01%
199,480
-6,366
1480
$1.3M 0.01%
11,713
-5,082
1481
$1.3M 0.01%
62,578
+16,974
1482
$1.29M 0.01%
13,068
-238
1483
$1.29M 0.01%
18,172
+32
1484
$1.29M 0.01%
68,016
-1,008
1485
$1.28M 0.01%
15,866
+260
1486
$1.27M 0.01%
39,709
-17,938
1487
$1.27M 0.01%
66,346
+21,140
1488
$1.27M 0.01%
26,808
+4,172
1489
$1.27M 0.01%
28,361
+3,123
1490
$1.27M 0.01%
4,623
-386
1491
$1.26M 0.01%
7,953
+209
1492
$1.26M 0.01%
2,649
-323
1493
$1.26M 0.01%
4,085
-209
1494
$1.26M 0.01%
9,210
-304
1495
$1.26M 0.01%
51,734
-138,471
1496
$1.26M 0.01%
47,359
+22,362
1497
$1.25M 0.01%
99,825
+10,533
1498
$1.25M 0.01%
162,768
-32,469
1499
$1.25M 0.01%
107,312
-5,499
1500
$1.25M 0.01%
6,180
+422
58 59
60
61 62