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
501
$1.18M 0.03%
+49,549
502
$1.17M 0.03%
29,636
+1,584
503
$1.17M 0.03%
17,730
+1,325
504
$1.17M 0.03%
10,712
+316
505
$1.17M 0.03%
22,381
-72
506
$1.16M 0.03%
26,318
-8,189
507
$1.15M 0.03%
25,183
+1,670
508
$1.15M 0.03%
60,139
+1,138
509
$1.15M 0.03%
19,935
+4,879
510
$1.15M 0.03%
55,754
+27,890
511
$1.13M 0.03%
+60,761
512
$1.11M 0.03%
15,443
-251
513
$1.11M 0.03%
35,123
-1,815
514
$1.11M 0.03%
10,691
+317
515
$1.11M 0.03%
+45,686
516
$1.1M 0.03%
43,683
+4,986
517
$1.09M 0.03%
173,244
-5,433
518
$1.09M 0.03%
52,219
+1,385
519
$1.08M 0.03%
46,578
+24,108
520
$1.08M 0.03%
41,808
-72,576
521
$1.07M 0.03%
+13,295
522
$1.07M 0.03%
73,660
+42,070
523
$1.07M 0.03%
19,622
+1,994
524
$1.06M 0.03%
83,821
+5,559
525
$1.06M 0.03%
37,156
+9,616
19 20
21
22 23