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 4.85%
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
426
$1.52M 0.04%
19,340
+225
427
$1.5M 0.04%
+24,233
428
$1.5M 0.04%
25,396
+8,170
429
$1.48M 0.04%
55,339
+8,634
430
$1.47M 0.03%
86,549
-50,716
431
$1.47M 0.03%
10,684
-791
432
$1.46M 0.03%
23,626
+6,157
433
$1.46M 0.03%
58,164
+3,716
434
$1.46M 0.03%
24,614
+1,166
435
$1.45M 0.03%
38,420
-162
436
$1.45M 0.03%
54,304
+22,802
437
$1.45M 0.03%
90,746
+31,627
438
$1.44M 0.03%
48,061
+2,199
439
$1.44M 0.03%
162,295
+51,007
440
$1.43M 0.03%
71,036
-13,834
441
$1.42M 0.03%
30,609
+1,937
442
$1.42M 0.03%
56,636
+500
443
$1.42M 0.03%
41,568
-5,013
444
$1.41M 0.03%
248,289
-2,875
445
$1.4M 0.03%
20,126
+523
446
$1.4M 0.03%
36,239
+5,374
447
$1.4M 0.03%
+46,746
448
$1.4M 0.03%
51,098
+24,123
449
$1.39M 0.03%
90,947
+1,371
450
$1.39M 0.03%
47,943
-22,583
16 17
18
19 20