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
1501
$1.25M 0.01%
19,286
+2,467
1502
$1.24M 0.01%
25,037
+8,301
1503
$1.24M 0.01%
7,597
-2,486
1504
$1.24M 0.01%
22,691
+997
1505
$1.24M 0.01%
24,789
+669
1506
$1.23M 0.01%
19,798
-3,163
1507
$1.23M 0.01%
33,851
+1,722
1508
$1.23M 0.01%
39,944
-2,588
1509
$1.23M 0.01%
33,748
-569
1510
$1.23M 0.01%
65,244
-12,231
1511
$1.23M 0.01%
59,130
-2,709
1512
$1.23M 0.01%
6,407
-5,099
1513
$1.22M 0.01%
14,501
-340
1514
$1.22M 0.01%
29,873
+3,799
1515
$1.22M 0.01%
36,625
-6,368
1516
$1.22M 0.01%
8,383
-95
1517
$1.22M 0.01%
38,564
+8,234
1518
$1.22M 0.01%
22,088
+1,978
1519
$1.21M 0.01%
15,529
-19
1520
$1.21M 0.01%
48,354
-16,670
1521
$1.21M 0.01%
25,390
-2,460
1522
$1.21M 0.01%
3,585
-64
1523
$1.21M 0.01%
11,964
-671
1524
$1.21M 0.01%
51,420
-12,315
1525
$1.21M 0.01%
44,535
-3,003
59 60
61
62 63