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
401
$1.64M 0.04%
44,529
+272
402
$1.64M 0.04%
+10,880
403
$1.63M 0.04%
101,550
+2,730
404
$1.62M 0.04%
44,846
+4,650
405
$1.62M 0.04%
131,002
+2,527
406
$1.62M 0.04%
9,434
+31
407
$1.61M 0.04%
44,874
+1,531
408
$1.61M 0.04%
43,862
-2,217
409
$1.6M 0.04%
69,219
+11,799
410
$1.6M 0.04%
34,118
411
$1.59M 0.04%
+69,500
412
$1.59M 0.04%
30,974
+3,201
413
$1.59M 0.04%
106,290
-7,226
414
$1.58M 0.04%
49,104
-20,274
415
$1.58M 0.04%
23,264
+1,294
416
$1.58M 0.04%
16,013
+3,233
417
$1.57M 0.04%
40,414
+960
418
$1.57M 0.04%
72,527
-25,885
419
$1.57M 0.04%
46,123
420
$1.57M 0.04%
64,588
+14,007
421
$1.56M 0.04%
+11,191
422
$1.54M 0.04%
60,097
-1,579
423
$1.53M 0.04%
10,283
+1,097
424
$1.52M 0.04%
17,577
+1,950
425
$1.52M 0.04%
30,120
-16,492
15 16
17
18 19