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
251
$3.24M 0.08%
139,730
+56,435
252
$3.23M 0.08%
114,614
+20,634
253
$3.23M 0.08%
36,672
+497
254
$3.21M 0.08%
119,691
+3,984
255
$3.2M 0.08%
66,000
-3,168
256
$3.18M 0.08%
61,435
-4,796
257
$3.15M 0.07%
309,262
-6,937
258
$3.15M 0.07%
210,762
-16,241
259
$3.1M 0.07%
53,590
+2,132
260
$3.05M 0.07%
62,690
+9,806
261
$3.04M 0.07%
459,536
+384,120
262
$2.98M 0.07%
36,623
+2,437
263
$2.96M 0.07%
60,992
+11,682
264
$2.94M 0.07%
42,004
+3,121
265
$2.92M 0.07%
159,557
+26,099
266
$2.91M 0.07%
54,504
+27
267
$2.89M 0.07%
219,310
-24,932
268
$2.88M 0.07%
110,700
-5,400
269
$2.87M 0.07%
+151,601
270
$2.84M 0.07%
97,128
+12,105
271
$2.83M 0.07%
50,159
+8,863
272
$2.81M 0.07%
52,764
+6,909
273
$2.8M 0.07%
78,242
+198
274
$2.79M 0.07%
52,819
+12,959
275
$2.76M 0.07%
95,118
-1,122
9 10
11
12 13