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
426
$1.49M 0.03%
62,345
-2,243
427
$1.48M 0.03%
280,390
+221,164
428
$1.47M 0.03%
20,094
-32
429
$1.47M 0.03%
46,534
-212
430
$1.47M 0.03%
83,190
+6,245
431
$1.47M 0.03%
9,332
-102
432
$1.46M 0.03%
95,099
-11,191
433
$1.45M 0.03%
98,581
+7,634
434
$1.45M 0.03%
35,529
-77,089
435
$1.44M 0.03%
5,236
+1,303
436
$1.44M 0.03%
110,896
-21,164
437
$1.44M 0.03%
45,118
-1,648
438
$1.44M 0.03%
11,584
-23,623
439
$1.44M 0.03%
16,368
+355
440
$1.43M 0.03%
80,559
+37,933
441
$1.42M 0.03%
13,854
+1,651
442
$1.42M 0.03%
29,319
443
$1.42M 0.03%
37,761
-27,699
444
$1.42M 0.03%
77,640
+14,970
445
$1.41M 0.03%
111,051
+9,784
446
$1.41M 0.03%
80,732
+5,623
447
$1.4M 0.03%
34,188
-1,234
448
$1.4M 0.03%
20,069
-7,920
449
$1.39M 0.03%
22,002
-1,178
450
$1.39M 0.03%
174,336
+99,232
16 17
18
19 20