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
176
$26M 0.11%
294,588
+37,330
177
$25.9M 0.11%
491,411
+10,536
178
$25.8M 0.11%
233,236
+9,829
179
$25.7M 0.11%
233,630
-568,661
180
$25.7M 0.11%
761,161
-68,734
181
$25.6M 0.11%
58,191
+405
182
$25.6M 0.11%
94,570
+4,633
183
$25.6M 0.11%
265,194
-78,262
184
$25M 0.11%
578,426
+113,657
185
$25M 0.11%
359,228
-12,556
186
$25M 0.11%
1,121,023
-91,464
187
$24.7M 0.11%
611,791
+10,443
188
$24.6M 0.11%
686,946
-344,409
189
$24.6M 0.1%
128,563
-77,600
190
$24.4M 0.1%
301,020
+41,015
191
$24.3M 0.1%
456,785
-17,971
192
$23.9M 0.1%
79,709
-920
193
$23.8M 0.1%
204,854
-9,157
194
$23.8M 0.1%
400,782
-82,857
195
$23.8M 0.1%
59,437
-4,230
196
$23.7M 0.1%
1,045,191
+502,783
197
$23.7M 0.1%
499,201
+68,474
198
$23.5M 0.1%
228,321
+149,275
199
$23.4M 0.1%
370,231
-68,126
200
$23.2M 0.1%
246,610
-15,127
6 7
8
9 10