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 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
476
$1.28M 0.03%
+23,957
477
$1.28M 0.03%
47,924
+8,692
478
$1.27M 0.03%
41,798
-2,018
479
$1.27M 0.03%
29,319
480
$1.27M 0.03%
25,442
+20,985
481
$1.26M 0.03%
166,245
+36,066
482
$1.26M 0.03%
32,423
-2,724
483
$1.26M 0.03%
94,188
+17,773
484
$1.25M 0.03%
19,775
+12,220
485
$1.25M 0.03%
53,334
+24,402
486
$1.25M 0.03%
75,109
+4,239
487
$1.24M 0.03%
46,149
+11,814
488
$1.24M 0.03%
76,369
+14,265
489
$1.24M 0.03%
32,382
+2,043
490
$1.24M 0.03%
24,140
+1,840
491
$1.23M 0.03%
+19,257
492
$1.23M 0.03%
57,047
+3,876
493
$1.23M 0.03%
26,078
+1,698
494
$1.22M 0.03%
25,470
-6,793
495
$1.22M 0.03%
11,486
+818
496
$1.2M 0.03%
2,214
+38
497
$1.2M 0.03%
46,766
+2,175
498
$1.19M 0.03%
19,132
+1,059
499
$1.18M 0.03%
12,203
+607
500
$1.18M 0.03%
54,235
-9,166
18 19
20
21 22