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
2026
$614K ﹤0.01%
41,503
+6,778
2027
$613K ﹤0.01%
+33,474
2028
$612K ﹤0.01%
22,937
+9,825
2029
$612K ﹤0.01%
+18,011
2030
$612K ﹤0.01%
52,230
-2,463
2031
$612K ﹤0.01%
7,955
-549
2032
$610K ﹤0.01%
10,573
-377
2033
$610K ﹤0.01%
33,077
+12,390
2034
$610K ﹤0.01%
9,571
+1,270
2035
$610K ﹤0.01%
27,558
+9,621
2036
$606K ﹤0.01%
10,255
-841
2037
$605K ﹤0.01%
3,466
+459
2038
$605K ﹤0.01%
13,695
-2,740
2039
$604K ﹤0.01%
11,101
+919
2040
$602K ﹤0.01%
32,297
2041
$602K ﹤0.01%
20,993
-11,560
2042
$600K ﹤0.01%
+32,893
2043
$600K ﹤0.01%
19,427
-590
2044
$598K ﹤0.01%
30,453
+533
2045
$596K ﹤0.01%
6,270
-711
2046
$596K ﹤0.01%
16,275
-299
2047
$596K ﹤0.01%
13,640
-5,735
2048
$595K ﹤0.01%
18,235
+605
2049
$595K ﹤0.01%
12,781
+7,574
2050
$595K ﹤0.01%
15,017
-2,130
80 81
82
83 84