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
876
$468K 0.01%
9,422
+980
877
$468K 0.01%
+36,445
878
$467K 0.01%
37,073
+2,308
879
$465K 0.01%
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$465K 0.01%
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$463K 0.01%
18,039
-2,954
882
$463K 0.01%
2,056
-18
883
$460K 0.01%
50,377
-3,235
884
$459K 0.01%
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885
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27,670
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886
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5,191
+450
887
$458K 0.01%
11,194
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888
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30,514
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$456K 0.01%
33,199
-6,433
890
$456K 0.01%
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36,400
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894
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30,728
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895
$451K 0.01%
41,780
+19,975
896
$450K 0.01%
36,382
+555
897
$449K 0.01%
6,465
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898
$449K 0.01%
25,935
-1,959
899
$448K 0.01%
+10,679
900
$448K 0.01%
13,380
-278
34 35
36
37 38