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
151
$31M 0.13%
615,993
+29,741
152
$30.9M 0.13%
593,831
-204,278
153
$30.9M 0.13%
183,354
+27,339
154
$30.3M 0.13%
275,628
+14,860
155
$30.3M 0.13%
5,348,705
+172,413
156
$30.3M 0.13%
518,284
-112,515
157
$30M 0.13%
142,928
+2,988
158
$29.5M 0.13%
304,462
-4,561
159
$29.5M 0.13%
204,213
-4,308
160
$29M 0.12%
497,224
-146,609
161
$28.9M 0.12%
627,108
+51,693
162
$28.8M 0.12%
129,221
-5,111
163
$28.6M 0.12%
263,815
+28,301
164
$28.6M 0.12%
379,249
-30,813
165
$28.2M 0.12%
196,291
+30,245
166
$28.2M 0.12%
364,301
-7,757
167
$27.6M 0.12%
548,052
+86,275
168
$27.1M 0.12%
1,704,201
-58,546
169
$27.1M 0.12%
252,085
-7,119
170
$26.9M 0.11%
468,460
+38,938
171
$26.8M 0.11%
149,888
+20,241
172
$26.6M 0.11%
315,592
+4,424
173
$26.4M 0.11%
334,948
-35,049
174
$26.3M 0.11%
375,553
-70,224
175
$26.2M 0.11%
180,500
+20,251
5 6
7
8 9