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
1951
$671K ﹤0.01%
60,250
-4,607
1952
$670K ﹤0.01%
13,617
-468
1953
$669K ﹤0.01%
11,720
-2,661
1954
$669K ﹤0.01%
36,100
1955
$669K ﹤0.01%
38,726
+162
1956
$669K ﹤0.01%
15,802
-3,327
1957
$669K ﹤0.01%
8,007
-246
1958
$668K ﹤0.01%
28,187
-5,259
1959
$668K ﹤0.01%
6,630
-3,225
1960
$664K ﹤0.01%
11,547
-198
1961
$664K ﹤0.01%
15,926
-1,816
1962
$662K ﹤0.01%
56,400
+2,077
1963
$662K ﹤0.01%
28,751
-3,580
1964
$661K ﹤0.01%
8,456
-326
1965
$661K ﹤0.01%
6,033
+122
1966
$661K ﹤0.01%
3,519
-191
1967
$660K ﹤0.01%
25,156
-293
1968
$659K ﹤0.01%
16,079
+6,496
1969
$657K ﹤0.01%
45,829
+7,037
1970
$657K ﹤0.01%
27,870
+915
1971
$654K ﹤0.01%
36,092
-4,648
1972
$652K ﹤0.01%
43,644
+28,714
1973
$652K ﹤0.01%
30,895
-1,345
1974
$651K ﹤0.01%
11,201
+586
1975
$651K ﹤0.01%
119,870
+7,676
77 78
79
80 81