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
301
$2.56M 0.06%
67,106
-4,445
302
$2.53M 0.06%
42,083
+4,002
303
$2.53M 0.06%
79,019
-47,637
304
$2.52M 0.06%
60,453
-982
305
$2.5M 0.06%
22,466
+977
306
$2.49M 0.06%
50,034
-9,564
307
$2.47M 0.06%
101,182
+45,843
308
$2.46M 0.06%
50,490
+12,482
309
$2.45M 0.06%
31,503
-1,393
310
$2.45M 0.06%
184,297
-5,975
311
$2.44M 0.06%
1,895
+100
312
$2.44M 0.06%
81,069
-14,049
313
$2.43M 0.06%
66,325
+53,979
314
$2.38M 0.05%
47,614
-1,232
315
$2.38M 0.05%
87,124
-1,626
316
$2.36M 0.05%
36,384
+974
317
$2.35M 0.05%
47,268
-2,731
318
$2.35M 0.05%
73,257
-5,507
319
$2.34M 0.05%
76,398
-3,750
320
$2.33M 0.05%
66,371
-2,752
321
$2.33M 0.05%
30,196
+1,411
322
$2.3M 0.05%
18,281
-10,537
323
$2.29M 0.05%
80,842
-19,716
324
$2.28M 0.05%
27,417
+803
325
$2.27M 0.05%
71,194
+61,174
11 12
13
14 15