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
801
$601K 0.01%
19,697
+5,049
802
$600K 0.01%
40,576
-5,466
803
$600K 0.01%
58,196
-1,681
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805
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22,275
-3,927
806
$596K 0.01%
35,826
-696
807
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39,600
+496
808
$596K 0.01%
2,910
-100
809
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17,596
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810
$594K 0.01%
12,166
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811
$593K 0.01%
+23,850
812
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10,353
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813
$588K 0.01%
24,640
-2,904
814
$588K 0.01%
+21,714
815
$587K 0.01%
6,763
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$587K 0.01%
35,386
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817
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818
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23,992
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819
$585K 0.01%
22,728
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820
$582K 0.01%
4,365
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821
$582K 0.01%
51,245
-353
822
$578K 0.01%
11,268
+486
823
$577K 0.01%
19,500
-500
824
$574K 0.01%
18,645
+1,572
825
$573K 0.01%
9,459
+1,531
31 32
33
34 35