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
2001
$631K ﹤0.01%
3,934
-1,114
2002
$631K ﹤0.01%
63,996
+4,157
2003
$630K ﹤0.01%
15,208
-1,383
2004
$629K ﹤0.01%
13,380
+854
2005
$628K ﹤0.01%
13,814
+889
2006
$626K ﹤0.01%
58,737
-4,317
2007
$626K ﹤0.01%
25,969
-7,468
2008
$625K ﹤0.01%
4,955
+605
2009
$624K ﹤0.01%
28,812
+15,102
2010
$624K ﹤0.01%
21,587
-234
2011
$622K ﹤0.01%
19,619
-4,740
2012
$621K ﹤0.01%
24,642
-7,154
2013
$621K ﹤0.01%
18,258
+748
2014
$620K ﹤0.01%
6,467
-994
2015
$620K ﹤0.01%
28,038
-260
2016
$619K ﹤0.01%
14,177
-2,134
2017
$618K ﹤0.01%
8,247
-49,966
2018
$617K ﹤0.01%
5,472
-793
2019
$617K ﹤0.01%
12,871
+417
2020
$617K ﹤0.01%
29,480
+736
2021
$616K ﹤0.01%
32,111
-3,468
2022
$616K ﹤0.01%
23,207
-738,570
2023
$615K ﹤0.01%
8,069
+972
2024
$615K ﹤0.01%
20,294
-477
2025
$614K ﹤0.01%
34,409
-2,175
79 80
81
82 83