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
826
$572K 0.01%
11,330
-1,050
827
$571K 0.01%
10,966
+2,022
828
$570K 0.01%
41,931
+2,436
829
$570K 0.01%
+17,350
830
$569K 0.01%
11,312
-610
831
$569K 0.01%
22,481
-4,722
832
$565K 0.01%
+11,172
833
$565K 0.01%
21,896
+3,857
834
$565K 0.01%
12,188
-915
835
$565K 0.01%
4,481
-811
836
$563K 0.01%
9,134
+437
837
$562K 0.01%
3,996
+1,315
838
$560K 0.01%
+4,418
839
$559K 0.01%
+22,215
840
$556K 0.01%
33,341
-6,381
841
$553K 0.01%
5,256
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842
$552K 0.01%
+12,976
843
$551K 0.01%
20,086
+4,944
844
$550K 0.01%
26,310
+6,845
845
$550K 0.01%
8,289
+1,528
846
$547K 0.01%
+17,358
847
$547K 0.01%
25,079
-394
848
$545K 0.01%
9,316
-305
849
$543K 0.01%
44,669
-6,417
850
$542K 0.01%
48,682
+11,609
32 33
34
35 36