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
576
$936K 0.02%
7,725
+633
577
$936K 0.02%
11,113
+4,323
578
$934K 0.02%
20,615
-2,144
579
$932K 0.02%
+14,777
580
$931K 0.02%
47,801
-3,553
581
$929K 0.02%
18,655
+12,977
582
$928K 0.02%
30,564
+11,646
583
$913K 0.02%
+34,455
584
$911K 0.02%
12,545
-7,991
585
$910K 0.02%
20,305
+3,587
586
$905K 0.02%
25,340
+812
587
$903K 0.02%
19,746
+404
588
$902K 0.02%
10,585
-668
589
$902K 0.02%
39,010
+2,636
590
$899K 0.02%
31,096
-542
591
$897K 0.02%
20,983
-263
592
$891K 0.02%
13,052
-5
593
$891K 0.02%
+4,670
594
$890K 0.02%
13,486
+751
595
$885K 0.02%
18,078
-1,395
596
$884K 0.02%
66,287
+2,976
597
$882K 0.02%
16,447
-294
598
$881K 0.02%
55,740
+12,128
599
$880K 0.02%
+20,345
600
$879K 0.02%
35,994
+9,789
22 23
24
25 26