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
526
$1.06M 0.03%
62,670
-705
527
$1.05M 0.02%
5,384
+308
528
$1.04M 0.02%
7,334
+1,022
529
$1.04M 0.02%
19,593
+3,690
530
$1.03M 0.02%
8,374
+546
531
$1.03M 0.02%
101,377
-25,817
532
$1.02M 0.02%
18,676
+174
533
$1.02M 0.02%
9,669
+167
534
$1.02M 0.02%
26,908
-2,325
535
$1.02M 0.02%
28,822
-42
536
$1.02M 0.02%
31,938
-942
537
$1.01M 0.02%
11,774
-1,343
538
$1.01M 0.02%
52,233
+6,957
539
$1M 0.02%
30,206
-4,391
540
$1M 0.02%
16,731
+1,767
541
$1M 0.02%
20,832
+8,857
542
$1M 0.02%
11,298
+347
543
$996K 0.02%
24,715
-5,915
544
$995K 0.02%
52,235
+5,501
545
$995K 0.02%
109,201
-1,947
546
$994K 0.02%
23,192
+382
547
$993K 0.02%
16,414
-434
548
$990K 0.02%
22,410
+5,072
549
$990K 0.02%
13,252
-1,167
550
$989K 0.02%
7,460
-102
20 21
22
23 24