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
551
$987K 0.02%
7,844
-611
552
$987K 0.02%
11,795
-15
553
$985K 0.02%
+16,479
554
$975K 0.02%
27,865
+4,166
555
$974K 0.02%
3,933
+779
556
$966K 0.02%
56,052
+1,649
557
$962K 0.02%
25,582
+14,228
558
$961K 0.02%
41,461
+4,307
559
$960K 0.02%
6,380
+3,059
560
$959K 0.02%
+24,895
561
$956K 0.02%
19,313
+8,344
562
$954K 0.02%
17,492
+1,120
563
$954K 0.02%
14,772
+6,242
564
$951K 0.02%
8,818
+223
565
$951K 0.02%
13,541
+1,017
566
$950K 0.02%
11,439
+2,618
567
$950K 0.02%
+48,280
568
$948K 0.02%
22,222
-4,275
569
$943K 0.02%
40,812
-4,473
570
$943K 0.02%
14,973
+1,395
571
$942K 0.02%
+9,082
572
$941K 0.02%
31,583
+2,962
573
$941K 0.02%
20,104
+4,557
574
$936K 0.02%
92,148
+4,030
575
$936K 0.02%
148,294
+107,042
21 22
23
24 25