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
401
$1.7M 0.04%
12,192
+1,001
402
$1.69M 0.04%
36,418
-24,574
403
$1.68M 0.04%
79,507
+18,746
404
$1.66M 0.04%
10,228
-55
405
$1.66M 0.04%
131,143
+94,698
406
$1.64M 0.04%
47,733
+3,871
407
$1.64M 0.04%
27,492
+2,096
408
$1.62M 0.04%
27,038
-14,966
409
$1.62M 0.04%
50,548
+6,865
410
$1.61M 0.04%
45,191
+3,623
411
$1.61M 0.04%
34,843
-15,651
412
$1.6M 0.04%
10,823
-57
413
$1.6M 0.04%
46,838
+715
414
$1.6M 0.04%
31,164
+11,418
415
$1.59M 0.04%
34,524
+1,546
416
$1.59M 0.04%
59,784
-313
417
$1.58M 0.04%
+52,988
418
$1.58M 0.04%
119,728
+82,781
419
$1.56M 0.04%
31,992
+3,646
420
$1.56M 0.04%
29,785
-1,189
421
$1.53M 0.03%
34,300
+2,594
422
$1.51M 0.03%
53,700
-10,315
423
$1.51M 0.03%
40,744
-3,785
424
$1.5M 0.03%
+63,546
425
$1.5M 0.03%
48,113
-3,715
15 16
17
18 19