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
276
$2.76M 0.07%
61,346
-3,800
277
$2.75M 0.07%
100,558
-1,330
278
$2.73M 0.06%
35,410
-631
279
$2.72M 0.06%
29,302
+623
280
$2.66M 0.06%
78,175
+8,996
281
$2.63M 0.06%
303,483
+10,986
282
$2.62M 0.06%
25,083
+5,470
283
$2.61M 0.06%
54,620
+2,256
284
$2.61M 0.06%
+37,511
285
$2.59M 0.06%
124,808
-16,744
286
$2.57M 0.06%
186,696
-50,394
287
$2.55M 0.06%
59,598
+2,934
288
$2.54M 0.06%
36,390
+1,456
289
$2.54M 0.06%
190,272
-19,617
290
$2.54M 0.06%
78,764
+1,614
291
$2.53M 0.06%
32,896
+7,263
292
$2.5M 0.06%
88,425
+61,611
293
$2.5M 0.06%
49,999
+29,527
294
$2.5M 0.06%
82,434
+70,103
295
$2.49M 0.06%
+13,176
296
$2.48M 0.06%
142,840
-4,989
297
$2.46M 0.06%
60,114
+414
298
$2.46M 0.06%
21,489
+237
299
$2.44M 0.06%
81,802
+59,195
300
$2.44M 0.06%
71,551
+3,485
10 11
12
13 14