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
326
$2.25M 0.05%
+176,312
327
$2.24M 0.05%
50,494
+24,287
328
$2.24M 0.05%
44,795
-3,617
329
$2.22M 0.05%
19,324
+1,905
330
$2.2M 0.05%
164,427
-279,960
331
$2.19M 0.05%
28,785
-826
332
$2.19M 0.05%
20,288
-1,494
333
$2.19M 0.05%
135,616
-1,632
334
$2.19M 0.05%
30,941
+951
335
$2.19M 0.05%
21,487
-7,288
336
$2.18M 0.05%
22,905
+590
337
$2.17M 0.05%
29,538
+4,790
338
$2.15M 0.05%
74,176
-488
339
$2.15M 0.05%
+19,071
340
$2.15M 0.05%
+25,341
341
$2.13M 0.05%
30,592
-759
342
$2.12M 0.05%
35,215
+258
343
$2.12M 0.05%
29,611
+18,137
344
$2.11M 0.05%
164,016
+2,163
345
$2.1M 0.05%
20,806
+12,758
346
$2.06M 0.05%
10,473
+468
347
$2.06M 0.05%
85,126
-36,516
348
$2.05M 0.05%
22,365
-1,396
349
$2.05M 0.05%
37,832
-67,382
350
$2.02M 0.05%
59,256
+27,408
12 13
14
15 16