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
676
$731K 0.02%
18,664
+3,697
677
$730K 0.02%
34,983
+1,531
678
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+11,732
679
$724K 0.02%
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-567
680
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31,940
+4,063
681
$722K 0.02%
37,565
-20,571
682
$722K 0.02%
7,245
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683
$720K 0.02%
43,475
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684
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16,511
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685
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74,650
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686
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41,353
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687
$715K 0.02%
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688
$714K 0.02%
6,963
+653
689
$712K 0.02%
18,424
-4,161
690
$712K 0.02%
22,227
-327
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$710K 0.02%
24,717
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693
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13,103
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694
$707K 0.02%
9,945
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695
$705K 0.02%
+26,790
696
$701K 0.02%
3,928
+1,000
697
$701K 0.02%
11,434
+5,218
698
$700K 0.02%
44,898
-863
699
$700K 0.02%
27,203
+9,830
700
$700K 0.02%
22,718
+1,349
26 27
28
29 30