Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,701
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.1M
3
+$22.7M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15.9M
5
GLD icon
SPDR Gold Trust
GLD
+$15M

Top Sells

1
+$21.5M
2
+$16.1M
3
+$11.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$10.7M

Sector Composition

1 Financials 4.62%
2 Technology 4.53%
3 Healthcare 4.42%
4 Consumer Staples 4.24%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.33M 0.08%
56,399
+1,895
252
$3.32M 0.08%
42,737
+6,065
253
$3.3M 0.07%
107,955
+10,426
254
$3.29M 0.07%
60,536
+5,916
255
$3.29M 0.07%
313,410
+4,148
256
$3.26M 0.07%
46,199
-13,769
257
$3.26M 0.07%
148,958
+77,922
258
$3.22M 0.07%
45,383
-15,195
259
$3.2M 0.07%
101,879
+23,704
260
$3.2M 0.07%
73,230
-1,822
261
$3.17M 0.07%
58,786
+5,967
262
$3.17M 0.07%
114,413
-15,759
263
$3.16M 0.07%
27,739
-2,590
264
$3.16M 0.07%
56,975
-25,269
265
$3.15M 0.07%
214,846
-4,464
266
$3.13M 0.07%
149,609
-9,948
267
$3.12M 0.07%
105,476
-5,224
268
$3.11M 0.07%
58,765
+23,550
269
$3.11M 0.07%
45,304
-5,043
270
$3.1M 0.07%
25,302
+6,132
271
$3.09M 0.07%
163,610
+73,450
272
$3.08M 0.07%
28,745
-557
273
$3.07M 0.07%
138,174
+4,608
274
$3.04M 0.07%
26,320
+1,237
275
$3.03M 0.07%
102,081
+2,560
9 10
11
12 13