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
526
$1.11M 0.03%
42,312
-3,837
527
$1.11M 0.03%
15,426
+2,510
528
$1.1M 0.03%
83,511
-310
529
$1.1M 0.02%
25,373
-188
530
$1.1M 0.02%
122,418
+13,217
531
$1.1M 0.02%
+482,271
532
$1.1M 0.02%
30,184
+13,318
533
$1.1M 0.02%
21,116
+8,229
534
$1.1M 0.02%
24,291
+7,365
535
$1.09M 0.02%
10,470
-221
536
$1.08M 0.02%
165,424
-294,112
537
$1.08M 0.02%
28,256
-10,164
538
$1.08M 0.02%
12,483
+1,898
539
$1.08M 0.02%
14,954
-1,642
540
$1.07M 0.02%
17,209
-283
541
$1.07M 0.02%
21,660
-3,810
542
$1.07M 0.02%
14,830
-143
543
$1.07M 0.02%
81,575
-4,974
544
$1.07M 0.02%
36,345
+9,555
545
$1.06M 0.02%
35,292
-6,506
546
$1.06M 0.02%
37,900
-2,090
547
$1.06M 0.02%
21,631
+1,527
548
$1.06M 0.02%
15,555
-2,175
549
$1.05M 0.02%
21,910
-2,230
550
$1.05M 0.02%
10,580
-718
20 21
22
23 24