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
451
$1.39M 0.03%
65,416
+1,803
452
$1.38M 0.03%
28,346
+20,332
453
$1.38M 0.03%
14,658
-2,729
454
$1.37M 0.03%
23,180
+461
455
$1.37M 0.03%
24,870
-408
456
$1.36M 0.03%
4,457
+586
457
$1.36M 0.03%
101,267
-292
458
$1.36M 0.03%
32,809
-2,664
459
$1.35M 0.03%
13,702
+2,383
460
$1.35M 0.03%
+35,422
461
$1.35M 0.03%
16,596
+838
462
$1.35M 0.03%
150,723
+14,712
463
$1.34M 0.03%
67,856
+17,598
464
$1.34M 0.03%
25,855
+530
465
$1.34M 0.03%
76,945
+15,115
466
$1.33M 0.03%
45,186
+4,650
467
$1.32M 0.03%
32,978
-389
468
$1.32M 0.03%
33,449
+20,368
469
$1.32M 0.03%
39,990
+13
470
$1.31M 0.03%
76,800
+16,345
471
$1.31M 0.03%
30,179
+3,009
472
$1.3M 0.03%
+38,404
473
$1.3M 0.03%
18,354
+4,972
474
$1.29M 0.03%
68,423
+6,898
475
$1.29M 0.03%
76,391
+1,041
17 18
19
20 21