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
576
$1M 0.02%
28,373
+508
577
$997K 0.02%
11,795
578
$994K 0.02%
15,585
+3,641
579
$989K 0.02%
45,994
-11,053
580
$985K 0.02%
14,219
-1,224
581
$984K 0.02%
32,927
+6,615
582
$983K 0.02%
5,375
+1,447
583
$977K 0.02%
35,048
+13,602
584
$976K 0.02%
20,219
-613
585
$971K 0.02%
19,069
+11,578
586
$970K 0.02%
80,750
+43,390
587
$966K 0.02%
40,302
-24,730
588
$966K 0.02%
30,367
-1,216
589
$958K 0.02%
+8,992
590
$949K 0.02%
6,702
-632
591
$947K 0.02%
17,818
-858
592
$944K 0.02%
16,174
+1,455
593
$942K 0.02%
70,748
+45,400
594
$940K 0.02%
14,992
-1,739
595
$940K 0.02%
107,101
-55,194
596
$935K 0.02%
92,754
-8,623
597
$931K 0.02%
32,114
+4,038
598
$930K 0.02%
30,816
+3,452
599
$930K 0.02%
12,808
-5,546
600
$928K 0.02%
38,490
+17,676
22 23
24
25 26