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
801
$570K 0.01%
43,395
+3,442
802
$570K 0.01%
26,203
-7,812
803
$570K 0.01%
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804
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3,010
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$558K 0.01%
21,730
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809
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32,995
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810
$555K 0.01%
8,073
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21,324
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812
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21,446
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813
$553K 0.01%
5,439
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814
$551K 0.01%
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815
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49,790
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818
$548K 0.01%
6,304
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819
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11,673
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820
$547K 0.01%
20,727
+4,900
821
$545K 0.01%
4,296
-9
822
$545K 0.01%
12,127
+676
823
$540K 0.01%
16,599
+285
824
$540K 0.01%
10,584
-1,454
825
$539K 0.01%
4,843
+586
31 32
33
34 35