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
751
$667K 0.02%
9,739
-3,747
752
$666K 0.02%
12,978
-647
753
$664K 0.02%
28,817
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755
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27,690
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756
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18,535
-1,112
757
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+32,906
758
$651K 0.01%
817
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759
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24,335
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760
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$649K 0.01%
16,062
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762
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46,386
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$647K 0.01%
250,917
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$645K 0.01%
46,464
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21,204
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30,219
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38,475
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$634K 0.01%
38,080
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772
$631K 0.01%
67,385
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773
$629K 0.01%
21,482
+24
774
$626K 0.01%
31,565
+3
775
$626K 0.01%
22,483
-15,082
29 30
31
32 33