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 0-1 Year 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 4.85%
2 Healthcare 4.75%
3 Technology 4.4%
4 Consumer Staples 4.04%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$815K 0.02%
9,491
+898
627
$814K 0.02%
14,624
-149
628
$813K 0.02%
18,053
+2,089
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$813K 0.02%
19,981
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630
$812K 0.02%
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631
$810K 0.02%
23,707
-11
632
$808K 0.02%
18,433
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633
$807K 0.02%
49,653
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634
$800K 0.02%
27,185
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635
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39,722
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636
$798K 0.02%
11,653
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637
$796K 0.02%
59,389
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638
$795K 0.02%
9,744
+1,614
639
$795K 0.02%
44,106
+17,254
640
$793K 0.02%
27,364
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641
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642
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47,049
-8,345
643
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6,435
+1,156
644
$780K 0.02%
26,816
-5,257
645
$778K 0.02%
23,223
+4,102
646
$776K 0.02%
18,474
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647
$775K 0.02%
29,633
-962
648
$773K 0.02%
+8,295
649
$773K 0.02%
19,406
+287
650
$770K 0.02%
29,480
+8,994
24 25
26
27 28