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
376
$1.81M 0.04%
88,690
+12,299
377
$1.81M 0.04%
54,489
-314,318
378
$1.81M 0.04%
118,020
+16,470
379
$1.81M 0.04%
66,650
-7,526
380
$1.8M 0.04%
24,568
-5,043
381
$1.79M 0.04%
26,088
+175
382
$1.78M 0.04%
120,119
-4,348
383
$1.78M 0.04%
189,100
+114,450
384
$1.78M 0.04%
46,040
+1,194
385
$1.76M 0.04%
75,870
+786
386
$1.74M 0.04%
18,384
+807
387
$1.74M 0.04%
38,513
+192
388
$1.74M 0.04%
39,918
-2,043
389
$1.74M 0.04%
70,451
-14,675
390
$1.73M 0.04%
15,542
+1,840
391
$1.73M 0.04%
43,752
-2,148
392
$1.72M 0.04%
36,521
+282
393
$1.72M 0.04%
41,888
+3,096
394
$1.72M 0.04%
171,557
+20,834
395
$1.7M 0.04%
41,865
+1,451
396
$1.7M 0.04%
25,989
+1,375
397
$1.7M 0.04%
23,638
+374
398
$1.7M 0.04%
43,371
-223
399
$1.7M 0.04%
25,748
+5,973
400
$1.7M 0.04%
81,638
+52,655
14 15
16
17 18