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
$4.22B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,669
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$48.8M
3
+$29.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28.1M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$27.7M

Top Sells

1
+$26.3M
2
+$23.1M
3
+$19.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.73M

Sector Composition

1 Financials 4.83%
2 Healthcare 4.75%
3 Technology 4.4%
4 Consumer Staples 4.04%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.68M 0.09%
29,009
-2,491
227
$3.66M 0.09%
47,592
-4,724
228
$3.65M 0.09%
226,245
+43,980
229
$3.63M 0.09%
46,477
-1,279
230
$3.62M 0.09%
447,480
+5,988
231
$3.61M 0.09%
65,096
+2,417
232
$3.61M 0.09%
33,298
+6,921
233
$3.59M 0.09%
57,433
+9,201
234
$3.57M 0.08%
511,326
+7,589
235
$3.53M 0.08%
28,818
+8,068
236
$3.52M 0.08%
307,940
+30,100
237
$3.5M 0.08%
59,782
-1,130
238
$3.5M 0.08%
82,506
+3,354
239
$3.5M 0.08%
+47,770
240
$3.47M 0.08%
99,521
-2,503
241
$3.45M 0.08%
121,327
+4,811
242
$3.44M 0.08%
30,329
+4,402
243
$3.4M 0.08%
302,365
+44,722
244
$3.38M 0.08%
130,172
-26,854
245
$3.36M 0.08%
44,215
+3,675
246
$3.33M 0.08%
36,191
-582
247
$3.32M 0.08%
133,566
+3,174
248
$3.3M 0.08%
72,629
+5,590
249
$3.29M 0.08%
107,247
+71,300
250
$3.25M 0.08%
373,532
-101,747
8 9
10
11 12