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
551
$1.05M 0.02%
+21,633
552
$1.05M 0.02%
5,837
+223
553
$1.05M 0.02%
37,348
-1,056
554
$1.05M 0.02%
7,925
+1,545
555
$1.04M 0.02%
20,856
+511
556
$1.04M 0.02%
12,233
-1,019
557
$1.04M 0.02%
28,336
-1,870
558
$1.04M 0.02%
26,294
+6,313
559
$1.04M 0.02%
16,790
+4,284
560
$1.04M 0.02%
12,463
+1,024
561
$1.03M 0.02%
26,621
+1,281
562
$1.03M 0.02%
79,393
+25,424
563
$1.03M 0.02%
33,547
+2,451
564
$1.03M 0.02%
27,610
+1,755
565
$1.02M 0.02%
11,438
+325
566
$1.02M 0.02%
88,002
+46,464
567
$1.02M 0.02%
19,558
-35
568
$1.01M 0.02%
20,267
-716
569
$1.01M 0.02%
50,789
-1,446
570
$1.01M 0.02%
9,376
-1,336
571
$1.01M 0.02%
9,516
-153
572
$1.01M 0.02%
13,543
-1,234
573
$1M 0.02%
16,779
+9,009
574
$1M 0.02%
10,183
-1,591
575
$1M 0.02%
44,316
+2,855
21 22
23
24 25