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
826
$536K 0.01%
+12,064
827
$532K 0.01%
39,495
+6,414
828
$532K 0.01%
517
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829
$529K 0.01%
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830
$529K 0.01%
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831
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20,425
-506
832
$524K 0.01%
7,821
+126
833
$523K 0.01%
+47,565
834
$522K 0.01%
10,886
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835
$521K 0.01%
6,641
836
$517K 0.01%
+14,547
837
$513K 0.01%
11,380
-1,116
838
$512K 0.01%
15,164
+724
839
$511K 0.01%
+14,062
840
$510K 0.01%
6,737
-483
841
$510K 0.01%
14,110
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842
$507K 0.01%
52,844
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843
$507K 0.01%
10,920
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844
$505K 0.01%
41,538
-104
845
$504K 0.01%
6,696
+1,315
846
$503K 0.01%
4,591
-511
847
$503K 0.01%
12,744
-4,225
848
$501K 0.01%
9,392
+988
849
$500K 0.01%
25,473
-4,011
850
$496K 0.01%
18,656
-462
32 33
34
35 36