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
3301
– –
-11,000
3302
– –
-4,383
3303
– –
-12,637
3304
– –
-25,198
3305
– –
-2,312
3306
– –
-32,450
3307
– –
-8,328
3308
– –
-24,041
3309
– –
-12,166
3310
– –
-11,300
3311
– –
-8,911
3312
– –
-3,872
3313
– –
-84,381
3314
– –
-6,530
3315
– –
-13,115
3316
– –
-24,390
3317
– –
-17,289
3318
– –
-29,896
3319
– –
-8,923
3320
– –
-8,732
3321
– –
-6,672
3322
– –
-3,620
3323
– –
-36,546
3324
– –
-1,339
3325
– –
-5,970
131 132
133
134 135