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
326
$2.26M 0.05%
19,336
+265
327
$2.25M 0.05%
11,809
-1,367
328
$2.25M 0.05%
20,938
+1,430
329
$2.25M 0.05%
25,037
-304
330
$2.23M 0.05%
30,277
-315
331
$2.21M 0.05%
43,893
-17,453
332
$2.21M 0.05%
25,413
-234
333
$2.21M 0.05%
23,721
+1,356
334
$2.18M 0.05%
19,426
-862
335
$2.17M 0.05%
10,991
+2,226
336
$2.16M 0.05%
69,701
+21,640
337
$2.15M 0.05%
43,836
+5,366
338
$2.15M 0.05%
16,338
+5,654
339
$2.14M 0.05%
113,776
-8,977
340
$2.14M 0.05%
81,711
+7,131
341
$2.13M 0.05%
29,364
+2,831
342
$2.13M 0.05%
16,386
+518
343
$2.13M 0.05%
171,273
+6,698
344
$2.12M 0.05%
36,062
-471
345
$2.11M 0.05%
105,514
-167,006
346
$2.1M 0.05%
131,764
-3,852
347
$2.1M 0.05%
31,473
-21,291
348
$2.09M 0.05%
34,052
-3,459
349
$2.09M 0.05%
36,072
+20,573
350
$2.08M 0.05%
66,187
+7,754
12 13
14
15 16