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
601
$878K 0.02%
25,686
+1,160
602
$877K 0.02%
34,205
+13,985
603
$876K 0.02%
+25,561
604
$873K 0.02%
87,477
+5,835
605
$873K 0.02%
16,960
+2,524
606
$872K 0.02%
87,510
-14,703
607
$868K 0.02%
+17,075
608
$868K 0.02%
+30,280
609
$863K 0.02%
3,671
-2,404
610
$862K 0.02%
70,715
+1,435
611
$856K 0.02%
14,605
-8,318
612
$855K 0.02%
11,044
-30
613
$855K 0.02%
9,502
+4,120
614
$849K 0.02%
68,517
+363
615
$849K 0.02%
+36,642
616
$847K 0.02%
45,440
-2,952
617
$841K 0.02%
+37,939
618
$834K 0.02%
15,499
-1,018
619
$833K 0.02%
69,693
+6,930
620
$832K 0.02%
13,810
+1,384
621
$825K 0.02%
5,614
+788
622
$821K 0.02%
+19,926
623
$820K 0.02%
39,485
+1,720
624
$819K 0.02%
+75,379
625
$816K 0.02%
11,469
-469
23 24
25
26 27