Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 Short 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 4.83%
2 Healthcare 4.75%
3 Technology 4.41%
4 Consumer Staples 4.04%
5 Industrials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.4M 0.6%
326,287
+21,601
27
$25M 0.59%
597,067
+117,041
28
$24.7M 0.58%
310,963
-1,396
29
$24.5M 0.58%
629,372
-12,339
30
$24.3M 0.58%
248,582
+55,160
31
$24.3M 0.58%
292,853
+11,561
32
$23.7M 0.56%
213,828
+15,669
33
$23.3M 0.55%
745,150
+692,735
34
$23.3M 0.55%
441,829
+37,820
35
$21.7M 0.51%
563,980
+57,330
36
$20.7M 0.49%
356,437
-13,873
37
$20M 0.47%
554,844
+140,027
38
$19.6M 0.46%
353,608
+1,981
39
$19.5M 0.46%
183,527
-180,012
40
$19.5M 0.46%
421,995
+26,322
41
$19.5M 0.46%
244,211
+75,968
42
$19.3M 0.46%
629,532
+16,688
43
$19M 0.45%
208,150
+10,148
44
$18.3M 0.43%
174,066
+28,072
45
$18M 0.43%
524,872
+475,961
46
$18M 0.43%
465,575
+14,606
47
$17.7M 0.42%
169,495
-6,900
48
$17.5M 0.41%
228,021
-18,478
49
$17.3M 0.41%
199,511
+18,448
50
$17.2M 0.41%
150,809
-90,972
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