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
3251
– –
-21,101
3252
– –
-15,893
3253
– –
-508
3254
– –
-2,603
3255
– –
-13,746
3256
– –
-12,866
3257
– –
-38,850
3258
– –
-13,938
3259
– –
-16,202
3260
– –
-6,751
3261
– –
-14,482
3262
– –
-5,554
3263
– –
-13,995
3264
– –
-5,821
3265
– –
-4,890
3266
– –
-229,005
3267
– –
-179,057
3268
– –
-18,547
3269
– –
-11,182
3270
– –
-4,379
3271
– –
-19,800
3272
– –
-10,353
3273
– –
-10,214
3274
– –
-13,399
3275
– –
-11,868
129 130
131
132 133