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
701
$739K 0.02%
80,769
+6,258
702
$737K 0.02%
16,502
+433
703
$735K 0.02%
15,514
-10,564
704
$735K 0.02%
7,924
+4,348
705
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14,502
+8,594
706
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36,754
+2,371
707
$727K 0.02%
8,875
+408
708
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21,439
-563
709
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42,557
-7,096
710
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24,636
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711
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16,194
-14,415
712
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31,879
+2,606
713
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12,473
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714
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20,609
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48,680
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53,090
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14,632
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$710K 0.02%
26,330
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19,467
+1,006
721
$708K 0.02%
9,902
-43
722
$706K 0.02%
42,220
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723
$706K 0.02%
16,369
-2,295
724
$705K 0.02%
29,107
+4,742
725
$702K 0.02%
53,317
-124
27 28
29
30 31