Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$86.8M
2
+$49.2M
3
+$30.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$28.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$27.7M

Top Sells

1
+$26.4M
2
+$23.1M
3
+$19.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.2M

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
51
$16.6M 0.39%
595,550
+107,250
52
$16.4M 0.39%
175,837
-158
53
$16.4M 0.39%
245,493
+44,756
54
$16.3M 0.39%
300,030
+11,686
55
$16M 0.38%
148,445
+18,145
56
$15.9M 0.38%
195,581
+7,296
57
$15.5M 0.37%
171,764
-13,487
58
$15.4M 0.36%
748,386
+385,728
59
$15.2M 0.36%
708,190
+420,614
60
$14.9M 0.35%
380,282
+14,914
61
$14M 0.33%
55,031
+9,982
62
$13.3M 0.31%
125,667
+51,249
63
$13.2M 0.31%
240,216
+67,358
64
$12.9M 0.31%
179,626
+18,507
65
$12.4M 0.29%
325,760
-256,400
66
$12.3M 0.29%
102,130
+33,424
67
$12.1M 0.29%
110,705
+2,441
68
$12.1M 0.29%
368,807
+314,935
69
$11.9M 0.28%
275,882
+474
70
$11.8M 0.28%
109,553
+57,434
71
$11.6M 0.27%
114,396
-6,550
72
$11.5M 0.27%
185,544
+21,202
73
$11.5M 0.27%
481,690
+2,385
74
$11.4M 0.27%
+679,486
75
$11.2M 0.26%
64,238
+14,697
1 2
3
4 5