Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
Technology Select Sector SPDR Fund
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
51
$18.5M 0.42%
268,461
+22,968
52
$18.2M 0.41%
222,631
+90,535
53
$18M 0.41%
181,450
+7,384
54
$17.5M 0.4%
305,893
-150,632
55
$17.4M 0.39%
190,100
-18,050
56
$17.3M 0.39%
206,704
-37,507
57
$17.3M 0.39%
181,141
+9,377
58
$17.1M 0.39%
207,572
+11,991
59
$16.6M 0.37%
176,142
+305
60
$16.2M 0.37%
787,643
+39,257
61
$15.3M 0.35%
317,215
+17,185
62
$14.9M 0.34%
190,273
-37,748
63
$14.7M 0.33%
509,370
-86,180
64
$13.7M 0.31%
119,241
+8,536
65
$13.6M 0.31%
51,935
-3,096
66
$13.4M 0.3%
238,644
-1,572
67
$13.3M 0.3%
220,173
+2,644
68
$13.2M 0.3%
94,460
+6,437
69
$13M 0.29%
280,259
+4,377
70
$13M 0.29%
348,640
+22,880
71
$12.6M 0.29%
491,146
+9,456
72
$12.6M 0.28%
94,324
+10,594
73
$11.9M 0.27%
94,709
+2,039
74
$11.7M 0.26%
80,743
+6,810
75
$11.2M 0.25%
109,514
+3,275
1 2
3
4 5