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
776
$600K 0.01%
29,969
+437
777
$597K 0.01%
23,456
+1,097
778
$597K 0.01%
12,887
+3,493
779
$596K 0.01%
14,186
-35
780
$596K 0.01%
38,044
-1,753
781
$596K 0.01%
17,048
+5,302
782
$596K 0.01%
12,822
+3,498
783
$594K 0.01%
36,522
-5,646
784
$594K 0.01%
28,763
+1,704
785
$594K 0.01%
6,432
+729
786
$591K 0.01%
75,104
+16,064
787
$589K 0.01%
50,038
-73,618
788
$589K 0.01%
47,731
+863
789
$588K 0.01%
+31,562
790
$583K 0.01%
18,461
+3,537
791
$582K 0.01%
8,313
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792
$581K 0.01%
+17,443
793
$580K 0.01%
+10,283
794
$579K 0.01%
+12,202
795
$577K 0.01%
7,915
+4,409
796
$576K 0.01%
10,287
+1,150
797
$575K 0.01%
+15,986
798
$572K 0.01%
32,792
+5,826
799
$571K 0.01%
19,792
-2,369
800
$571K 0.01%
22,202
+500
30 31
32
33 34