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
851
$496K 0.01%
43,600
+3,100
852
$496K 0.01%
19,182
+321
853
$495K 0.01%
8,163
+1,962
854
$494K 0.01%
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+34
855
$492K 0.01%
+4,085
856
$492K 0.01%
+4,872
857
$492K 0.01%
24,120
-3,714
858
$490K 0.01%
18,988
-6,000
859
$488K 0.01%
17,073
+653
860
$486K 0.01%
35,441
-2,030
861
$486K 0.01%
10,183
-2,198
862
$485K 0.01%
15,142
+2,391
863
$484K 0.01%
20,814
+2,526
864
$482K 0.01%
42,550
+17,000
865
$480K 0.01%
5,388
+1,104
866
$480K 0.01%
2,367
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$479K 0.01%
13,614
-4,775
868
$479K 0.01%
528
-22
869
$473K 0.01%
2,558
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870
$472K 0.01%
34,057
-7,587
871
$471K 0.01%
36,947
+1,547
872
$471K 0.01%
13,512
+3,926
873
$471K 0.01%
15,605
+3,203
874
$470K 0.01%
14,146
-16,159
875
$469K 0.01%
7,928
-1,956
33 34
35
36 37