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
376
$1.82M 0.04%
12,797
-5
377
$1.8M 0.04%
45,900
+3,117
378
$1.77M 0.04%
124,467
-4,706
379
$1.77M 0.04%
31,706
+1,410
380
$1.76M 0.04%
25,913
+596
381
$1.75M 0.04%
80,522
-12,452
382
$1.74M 0.04%
19,743
+2,732
383
$1.74M 0.04%
75,084
-4,554
384
$1.74M 0.04%
51,828
-2,200
385
$1.74M 0.04%
117,654
+15,681
386
$1.73M 0.04%
27,977
+1,895
387
$1.72M 0.04%
+86,100
388
$1.72M 0.04%
132,060
-210,784
389
$1.72M 0.04%
168,352
+8,744
390
$1.72M 0.04%
26,533
-2,394
391
$1.7M 0.04%
58,433
+20,719
392
$1.7M 0.04%
25,865
+1,411
393
$1.69M 0.04%
90,160
+13,645
394
$1.68M 0.04%
65,032
-12,532
395
$1.68M 0.04%
329,908
+267,465
396
$1.66M 0.04%
8,765
+1,995
397
$1.65M 0.04%
34,063
-1,917
398
$1.65M 0.04%
41,961
+18,438
399
$1.65M 0.04%
50,165
+3,730
400
$1.64M 0.04%
38,792
+236
14 15
16
17 18