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
476
$1.29M 0.03%
4,952
+495
477
$1.29M 0.03%
23,214
-1,656
478
$1.29M 0.03%
12,433
+5,188
479
$1.29M 0.03%
55,860
+6,311
480
$1.28M 0.03%
50,824
-7,340
481
$1.27M 0.03%
23,033
-593
482
$1.27M 0.03%
15,440
+2,145
483
$1.26M 0.03%
57,610
-14,917
484
$1.26M 0.03%
46,586
-1,357
485
$1.26M 0.03%
25,263
-179
486
$1.26M 0.03%
31,668
-714
487
$1.26M 0.03%
77,040
+20,988
488
$1.25M 0.03%
34,681
-442
489
$1.25M 0.03%
32,028
+17,481
490
$1.24M 0.03%
61,608
+1,469
491
$1.24M 0.03%
19,430
+298
492
$1.24M 0.03%
17,668
+1,254
493
$1.24M 0.03%
45,540
-2,384
494
$1.23M 0.03%
130,031
+37,883
495
$1.23M 0.03%
16,776
+11,192
496
$1.22M 0.03%
23,144
+3,522
497
$1.21M 0.03%
30,476
+4,790
498
$1.21M 0.03%
+98,393
499
$1.2M 0.03%
24,356
-54,757
500
$1.2M 0.03%
18,418
-839
18 19
20
21 22