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
751
$631K 0.01%
6,961
-561
752
$631K 0.01%
26,304
+7,944
753
$630K 0.01%
21,160
+696
754
$630K 0.01%
16,573
-787
755
$629K 0.01%
+15,992
756
$629K 0.01%
16,441
-1,512
757
$628K 0.01%
11,944
+1,786
758
$628K 0.01%
36,424
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759
$627K 0.01%
42,253
-5,288
760
$622K 0.01%
51,086
+2,818
761
$619K 0.01%
+16,866
762
$618K 0.01%
13,625
+1,612
763
$617K 0.01%
9,135
-2,131
764
$616K 0.01%
10,658
-1,192
765
$614K 0.01%
36,785
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766
$612K 0.01%
21,458
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767
$610K 0.01%
12,591
-1,798
768
$610K 0.01%
23,744
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769
$610K 0.01%
12,380
+750
770
$609K 0.01%
7,885
+2,124
771
$608K 0.01%
66,385
-3,773
772
$606K 0.01%
72,114
-2,550
773
$606K 0.01%
12,230
+696
774
$606K 0.01%
51,598
-2,974
775
$603K 0.01%
13,099
+297
29 30
31
32 33