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
651
$831K 0.02%
39,614
-1,198
652
$829K 0.02%
12,239
+5,700
653
$827K 0.02%
53,622
+1,326
654
$824K 0.02%
54,477
+19,036
655
$823K 0.02%
12,051
-20,217
656
$819K 0.02%
10,918
+1,174
657
$817K 0.02%
34,119
-1,875
658
$817K 0.02%
206,736
+107,232
659
$814K 0.02%
31,319
+12,315
660
$812K 0.02%
7,312
-413
661
$811K 0.02%
75,877
+11,206
662
$811K 0.02%
32,705
-15,096
663
$809K 0.02%
45,477
+12,685
664
$809K 0.02%
7,115
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665
$803K 0.02%
66,859
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666
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26,621
-195
667
$792K 0.02%
17,439
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668
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59,144
-245
669
$789K 0.02%
26,305
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670
$788K 0.02%
135,330
-37,914
671
$788K 0.02%
45,190
+1,084
672
$787K 0.02%
17,271
-1,153
673
$785K 0.02%
104,120
-62,125
674
$784K 0.02%
17,016
+505
675
$780K 0.02%
11,881
-2,891
25 26
27
28 29