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
876
$518K 0.01%
4,623
+32
877
$517K 0.01%
6,035
+1,540
878
$516K 0.01%
13,889
+377
879
$515K 0.01%
20,229
-196
880
$513K 0.01%
5,795
+1,055
881
$513K 0.01%
42,523
+6,476
882
$512K 0.01%
22,528
-561
883
$511K 0.01%
12,954
+827
884
$510K 0.01%
4,497
-62
885
$508K 0.01%
9,214
-178
886
$508K 0.01%
20,255
-1,475
887
$507K 0.01%
12,506
+2,287
888
$506K 0.01%
50,038
+24,572
889
$506K 0.01%
11,400
+20
890
$506K 0.01%
62,151
+31,310
891
$505K 0.01%
47,565
892
$505K 0.01%
14,180
+118
893
$504K 0.01%
16,982
+990
894
$504K 0.01%
4,408
+2,352
895
$503K 0.01%
17,964
+1,326
896
$503K 0.01%
61,744
+6,452
897
$501K 0.01%
19,457
-3,999
898
$501K 0.01%
30,542
-186
899
$500K 0.01%
14,036
+5,812
900
$498K 0.01%
12,740
+767
34 35
36
37 38