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
601
$927K 0.02%
12,018
+925
602
$920K 0.02%
16,086
-2,569
603
$919K 0.02%
13,332
-3,147
604
$919K 0.02%
11,588
+119
605
$908K 0.02%
12,793
+1,749
606
$908K 0.02%
37,005
+2,800
607
$905K 0.02%
11,954
+301
608
$904K 0.02%
57,205
+1,465
609
$904K 0.02%
24,015
-33,303
610
$904K 0.02%
62,757
+37,659
611
$903K 0.02%
42,547
+7,564
612
$901K 0.02%
21,644
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613
$899K 0.02%
24,149
-923
614
$898K 0.02%
8,761
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615
$896K 0.02%
46,693
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616
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617
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28,674
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618
$891K 0.02%
43,775
+5,967
619
$891K 0.02%
49,907
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620
$887K 0.02%
42,174
-10,045
621
$886K 0.02%
86,152
-1,358
622
$885K 0.02%
70,617
+29,136
623
$884K 0.02%
+83,217
624
$880K 0.02%
101,632
+62,917
625
$879K 0.02%
48,088
+2,648
23 24
25
26 27