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
451
$1.39M 0.03%
29,142
+11,064
452
$1.38M 0.03%
129,565
-80,024
453
$1.38M 0.03%
18,688
-652
454
$1.38M 0.03%
28,430
+3,247
455
$1.38M 0.03%
39,110
-20,146
456
$1.37M 0.03%
12,454
+968
457
$1.35M 0.03%
25,302
-563
458
$1.35M 0.03%
71,608
+6,192
459
$1.35M 0.03%
57,136
+500
460
$1.35M 0.03%
80,173
+3,804
461
$1.35M 0.03%
34,354
+5,532
462
$1.34M 0.03%
28,898
+23,441
463
$1.34M 0.03%
99,936
-17,718
464
$1.33M 0.03%
77,508
-24,700
465
$1.33M 0.03%
27,310
-6,808
466
$1.32M 0.03%
30,661
+482
467
$1.32M 0.03%
52,504
+6,818
468
$1.32M 0.03%
27,528
+8,122
469
$1.32M 0.03%
48,528
+3,342
470
$1.31M 0.03%
57,038
-44,903
471
$1.31M 0.03%
63,232
-4,624
472
$1.31M 0.03%
50,166
-932
473
$1.31M 0.03%
24,166
-67
474
$1.3M 0.03%
25,876
-4,244
475
$1.3M 0.03%
30,106
+470
17 18
19
20 21