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
851
$542K 0.01%
3,893
-777
852
$541K 0.01%
43,891
+7,526
853
$538K 0.01%
43,600
854
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7,368
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$535K 0.01%
9,146
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600,480
+103,320
857
$534K 0.01%
12,368
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858
$530K 0.01%
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-300
859
$529K 0.01%
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860
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14,540
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861
$528K 0.01%
11,334
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862
$527K 0.01%
5,639
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863
$527K 0.01%
32,774
+9,030
864
$526K 0.01%
22,930
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865
$526K 0.01%
14,358
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$526K 0.01%
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$526K 0.01%
572
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868
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25,656
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869
$524K 0.01%
21,706
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870
$523K 0.01%
12,152
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871
$522K 0.01%
4,932
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872
$522K 0.01%
6,843
+366
873
$521K 0.01%
6,552
-1,292
874
$520K 0.01%
10,489
+721
875
$519K 0.01%
8,750
+4,448
33 34
35
36 37