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
1976
$651K ﹤0.01%
55,503
+5,350
1977
$650K ﹤0.01%
36,617
-3,564
1978
$649K ﹤0.01%
22,535
-5,539
1979
$649K ﹤0.01%
+21,683
1980
$649K ﹤0.01%
81,479
-2,942
1981
$649K ﹤0.01%
5,645
-695
1982
$648K ﹤0.01%
17,707
+2,228
1983
$647K ﹤0.01%
11,903
+1,636
1984
$646K ﹤0.01%
31,832
-32,709
1985
$645K ﹤0.01%
11,436
-499
1986
$645K ﹤0.01%
54,178
+7,164
1987
$645K ﹤0.01%
35,871
-3,976
1988
$643K ﹤0.01%
50,763
-2,616
1989
$643K ﹤0.01%
78,126
-6,055
1990
$642K ﹤0.01%
22,002
+221
1991
$642K ﹤0.01%
13,922
-1,968
1992
$640K ﹤0.01%
16,568
+44
1993
$640K ﹤0.01%
7,534
+694
1994
$639K ﹤0.01%
143,340
+1,496
1995
$637K ﹤0.01%
15,369
-4,306
1996
$635K ﹤0.01%
56,254
+94
1997
$634K ﹤0.01%
10,692
+131
1998
$634K ﹤0.01%
50,286
-1,297
1999
$633K ﹤0.01%
17,525
-1,950
2000
$631K ﹤0.01%
42,107
-15,967
78 79
80
81 82