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
351
$2.02M 0.05%
81,635
-2,000
352
$2.02M 0.05%
117,480
+10,900
353
$2.01M 0.05%
164,575
+741
354
$2.01M 0.05%
84,801
+16,932
355
$1.98M 0.05%
74,580
-1,231
356
$1.98M 0.05%
96,608
-14,712
357
$1.98M 0.05%
99,706
-9,187
358
$1.96M 0.05%
15,868
+3,736
359
$1.95M 0.05%
38,081
+1,722
360
$1.95M 0.05%
50,156
+8,558
361
$1.93M 0.05%
71,035
+53,498
362
$1.93M 0.05%
38,008
-1,958
363
$1.92M 0.05%
64,015
+2,615
364
$1.92M 0.05%
36,533
-541
365
$1.91M 0.05%
28,391
+2,289
366
$1.9M 0.05%
34,680
+641
367
$1.9M 0.04%
56,005
+1,088
368
$1.89M 0.04%
27,937
+3,499
369
$1.88M 0.04%
216,630
-2,084
370
$1.88M 0.04%
48,619
+10,059
371
$1.88M 0.04%
39,647
-834
372
$1.87M 0.04%
43,594
+5,557
373
$1.86M 0.04%
38,470
+9,025
374
$1.83M 0.04%
19,508
-137
375
$1.83M 0.04%
102,208
+11,019
13 14
15
16 17