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
$4.42B
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
State Street Technology Select Sector SPDR ETF
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
351
$2.07M 0.05%
66,023
+16,919
352
$2.05M 0.05%
118,480
+1,000
353
$2.03M 0.05%
169,420
+81,943
354
$2.03M 0.05%
31,609
+668
355
$2.01M 0.05%
12,758
+2,285
356
$2M 0.05%
57,543
+1,538
357
$2M 0.05%
37,788
+1,398
358
$1.99M 0.04%
60,995
-13,063
359
$1.97M 0.04%
34,338
-342
360
$1.94M 0.04%
61,944
+31,380
361
$1.93M 0.04%
47,257
+14,448
362
$1.92M 0.04%
30,632
+2,655
363
$1.91M 0.04%
39,912
+265
364
$1.91M 0.04%
288,288
+139,994
365
$1.9M 0.04%
12,574
-223
366
$1.9M 0.04%
154,808
-13,544
367
$1.88M 0.04%
140,559
-23,457
368
$1.88M 0.04%
44,895
+21
369
$1.86M 0.04%
22,034
-871
370
$1.85M 0.04%
81,635
371
$1.84M 0.04%
18,707
+4,049
372
$1.83M 0.04%
18,162
-1,162
373
$1.83M 0.04%
26,738
-1,199
374
$1.82M 0.04%
81,415
+28,081
375
$1.82M 0.04%
46,115
-4,041
13 14
15
16 17