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
726
$668K 0.02%
25,196
+12,769
727
$667K 0.02%
74,511
+2,811
728
$666K 0.02%
49,015
+951
729
$665K 0.02%
5,691
-280
730
$665K 0.02%
24,365
+8,001
731
$662K 0.02%
36,417
-13,503
732
$662K 0.02%
26,202
-1,529
733
$659K 0.02%
29,273
+20,142
734
$656K 0.02%
32,752
-1,300
735
$656K 0.02%
34,383
+3,152
736
$650K 0.02%
45,341
+1,215
737
$647K 0.02%
11,413
+175
738
$644K 0.02%
47,756
+7,662
739
$644K 0.02%
26,385
+1,326
740
$643K 0.02%
64,671
+14,114
741
$643K 0.02%
12,003
-1,060
742
$642K 0.02%
19,461
-755
743
$641K 0.02%
42,621
-6,491
744
$640K 0.02%
26,312
+1,390
745
$638K 0.02%
9,621
+1,569
746
$638K 0.02%
5,292
+1,627
747
$636K 0.02%
37,121
-2,831
748
$635K 0.02%
32,230
-409
749
$632K 0.02%
4,371
+1,197
750
$632K 0.02%
12,948
+847
28 29
30
31 32