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
1526
$1.2M 0.01%
57,817
-1,911
1527
$1.2M 0.01%
20,148
-1,959
1528
$1.2M 0.01%
109,636
+2,349
1529
$1.2M 0.01%
40,459
-1,743
1530
$1.2M 0.01%
98,082
+36,258
1531
$1.2M 0.01%
139,921
-2,108
1532
$1.2M 0.01%
32,611
-977
1533
$1.19M 0.01%
11,606
+26
1534
$1.19M 0.01%
26,906
-1,890
1535
$1.19M 0.01%
24,659
+2,202
1536
$1.19M 0.01%
13,113
-915
1537
$1.19M 0.01%
28,346
+9,180
1538
$1.18M 0.01%
146,839
+26,814
1539
$1.18M 0.01%
100,857
+4,464
1540
$1.18M 0.01%
13,143
-727
1541
$1.18M 0.01%
6,740
+519
1542
$1.18M 0.01%
91,824
-687
1543
$1.17M 0.01%
112,794
+2,130
1544
$1.17M 0.01%
59,032
-22,426
1545
$1.17M 0.01%
28,480
-276
1546
$1.17M 0.01%
15,250
-55,240
1547
$1.17M 0.01%
29,826
-135
1548
$1.16M 0.01%
8,620
-845
1549
$1.16M 0.01%
37,900
+1,447
1550
$1.16M ﹤0.01%
17,144
-916
60 61
62
63 64