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
301
$2.44M 0.06%
80,148
-86
302
$2.42M 0.06%
48,846
-2,280
303
$2.42M 0.06%
101,941
-1,905
304
$2.41M 0.06%
+32,268
305
$2.4M 0.06%
57,318
+12,000
306
$2.4M 0.06%
68,547
-9,686
307
$2.4M 0.06%
112,381
+7,980
308
$2.39M 0.06%
19,170
-116
309
$2.37M 0.06%
69,762
+32,379
310
$2.37M 0.06%
65,460
+58,527
311
$2.35M 0.06%
26,348
+677
312
$2.35M 0.06%
209,589
-1,738
313
$2.33M 0.06%
97,529
+16,000
314
$2.33M 0.06%
+61,986
315
$2.32M 0.05%
88,750
+1,625
316
$2.31M 0.05%
46,894
-3,696
317
$2.31M 0.05%
122,753
+6,056
318
$2.31M 0.05%
69,123
-4,672
319
$2.3M 0.05%
63,560
+7,672
320
$2.29M 0.05%
25,647
+669
321
$2.29M 0.05%
1,795
+91
322
$2.27M 0.05%
+20,110
323
$2.25M 0.05%
74,058
-36,853
324
$2.25M 0.05%
26,614
-5,527
325
$2.25M 0.05%
48,766
-1,089
11 12
13
14 15