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
276
$3M 0.07%
96,555
-10,692
277
$3M 0.07%
73,668
-166,164
278
$2.99M 0.07%
116,728
+17,022
279
$2.97M 0.07%
27,122
-6,176
280
$2.93M 0.07%
37,529
+7,991
281
$2.92M 0.07%
26,535
+6,792
282
$2.91M 0.07%
57,893
+9,127
283
$2.85M 0.06%
82,872
+14,325
284
$2.84M 0.06%
55,592
+10,797
285
$2.84M 0.06%
131,442
+19,061
286
$2.83M 0.06%
+35,170
287
$2.82M 0.06%
62,159
-10,470
288
$2.78M 0.06%
323,721
+20,238
289
$2.75M 0.06%
79,119
+28,954
290
$2.74M 0.06%
147,093
+4,253
291
$2.73M 0.06%
114,692
+18,084
292
$2.71M 0.06%
57,957
-2,157
293
$2.67M 0.06%
84,250
+1,816
294
$2.66M 0.06%
+309,991
295
$2.65M 0.06%
78,936
-2,866
296
$2.65M 0.06%
28,728
+2,380
297
$2.61M 0.06%
70,254
-7,988
298
$2.61M 0.06%
63,501
+1,515
299
$2.59M 0.06%
32,772
-3,851
300
$2.57M 0.06%
123,196
-1,612
10 11
12
13 14