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
501
$1.2M 0.03%
66,255
-10,545
502
$1.19M 0.03%
24,146
+4,833
503
$1.19M 0.03%
9,992
+4,301
504
$1.19M 0.03%
28,547
-4,902
505
$1.18M 0.03%
71,485
+2,266
506
$1.18M 0.03%
23,648
-309
507
$1.18M 0.03%
36,667
+2,212
508
$1.17M 0.03%
82,064
-12,124
509
$1.17M 0.03%
74,555
-16,191
510
$1.17M 0.03%
5,714
+330
511
$1.17M 0.03%
28,921
-3,502
512
$1.16M 0.03%
18,556
-3,825
513
$1.16M 0.03%
50,924
-4,830
514
$1.16M 0.03%
47,065
+8,055
515
$1.16M 0.03%
74,870
+1,210
516
$1.16M 0.03%
56,881
-11,542
517
$1.15M 0.03%
42,671
-45,754
518
$1.15M 0.03%
125,966
-5,036
519
$1.14M 0.03%
13,035
-7,075
520
$1.14M 0.03%
61,125
+28,130
521
$1.14M 0.03%
25,175
-1,143
522
$1.13M 0.03%
25,028
+133
523
$1.13M 0.03%
42,152
-12,152
524
$1.13M 0.03%
37,630
+474
525
$1.11M 0.03%
107,552
+7,705
19 20
21
22 23