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 4.97%
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
1926
$689K ﹤0.01%
23,111
-2,102
1927
$687K ﹤0.01%
54,804
+1,072
1928
$687K ﹤0.01%
49,373
-4,973
1929
$687K ﹤0.01%
28,944
+288
1930
$687K ﹤0.01%
9,317
-1,381
1931
$686K ﹤0.01%
20,523
+3,400
1932
$684K ﹤0.01%
30,290
-8,000
1933
$683K ﹤0.01%
205,143
+182,061
1934
$681K ﹤0.01%
9,171
-918
1935
$681K ﹤0.01%
16,653
-2,553
1936
$680K ﹤0.01%
2,726
+125
1937
$679K ﹤0.01%
67,886
-5,802
1938
$679K ﹤0.01%
+45,124
1939
$678K ﹤0.01%
95,819
+5,778
1940
$678K ﹤0.01%
27,312
+6,995
1941
$677K ﹤0.01%
14,636
+1,130
1942
$677K ﹤0.01%
6,574
+1,721
1943
$677K ﹤0.01%
68,412
-1,299
1944
$676K ﹤0.01%
31,704
+3,020
1945
$676K ﹤0.01%
10,211
+80
1946
$676K ﹤0.01%
32,723
+7,542
1947
$675K ﹤0.01%
15,581
-777
1948
$674K ﹤0.01%
65,848
+13,694
1949
$673K ﹤0.01%
5,191
+635
1950
$672K ﹤0.01%
24,838
-846
76 77
78
79 80