Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$901M 3.84%
4,678,424
-120,128
2
$830M 3.54%
1,899,966
+106,756
3
$597M 2.54%
1,458,165
+194,381
4
$497M 2.12%
1,040,299
-37,465
5
$446M 1.9%
1,185,642
+38,631
6
$370M 1.58%
1,561,644
+5,812
7
$360M 1.54%
6,216,817
-78,789
8
$351M 1.49%
2,309,207
+30,616
9
$295M 1.26%
619,814
+76,642
10
$288M 1.23%
5,811,700
+136,610
11
$219M 0.93%
613,780
+51,384
12
$187M 0.8%
3,602,423
+96,640
13
$166M 0.71%
2,262,718
-84,449
14
$166M 0.71%
6,525,693
+307,194
15
$147M 0.63%
862,597
-26,030
16
$140M 0.59%
933,352
-64,436
17
$139M 0.59%
995,828
+19,376
18
$137M 0.58%
552,393
+20,619
19
$135M 0.57%
2,809,237
-92,527
20
$132M 0.56%
424,470
+801
21
$128M 0.55%
1,292,841
+51,278
22
$126M 0.54%
2,544,035
-182,443
23
$117M 0.5%
828,578
-20,573
24
$115M 0.49%
1,494,656
-27,460
25
$114M 0.49%
1,463,224
-38,607
1
2 3 4 5