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
$4.42B
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
Technology Select Sector SPDR Fund
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
26
$29.8M 0.67%
269,634
+143,967
27
$29.6M 0.67%
662,459
-43,424
28
$28.5M 0.64%
241,883
+127,487
29
$27.2M 0.62%
330,619
+19,656
30
$26.6M 0.6%
497,569
+55,740
31
$26.2M 0.59%
322,387
-3,900
32
$25.7M 0.58%
474,404
+52,409
33
$25.6M 0.58%
230,762
+82,317
34
$25M 0.57%
250,984
-17,690
35
$24.7M 0.56%
189,307
+87,177
36
$23.9M 0.54%
214,709
+881
37
$23.8M 0.54%
902,750
+860,942
38
$23.3M 0.53%
371,746
+15,309
39
$22.9M 0.52%
1,059,443
-158,926
40
$22.5M 0.51%
613,259
+58,415
41
$21.8M 0.49%
537,254
-26,726
42
$21.7M 0.49%
701,489
-43,661
43
$21.1M 0.48%
381,299
+27,691
44
$21M 0.47%
225,572
+26,061
45
$19.7M 0.44%
172,349
+2,854
46
$19.6M 0.44%
197,954
-50,628
47
$19.3M 0.44%
109,292
+45,054
48
$19.2M 0.43%
180,560
-2,967
49
$19.1M 0.43%
474,608
+9,033
50
$18.7M 0.42%
665,242
+35,710
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