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
901
$447K 0.01%
63,871
-13,768
902
$447K 0.01%
3,244
-905
903
$446K 0.01%
7,981
-233
904
$442K 0.01%
6,282
-146
905
$442K 0.01%
2,366
-1,357
906
$442K 0.01%
15,995
+2,004
907
$442K 0.01%
8,640
+449
908
$441K 0.01%
11,973
-263
909
$441K 0.01%
+12,346
910
$441K 0.01%
24,748
-2,399
911
$440K 0.01%
244,442
+163,484
912
$436K 0.01%
6,761
+246
913
$433K 0.01%
6,321
+326
914
$433K 0.01%
4,661
-87
915
$432K 0.01%
+23,089
916
$431K 0.01%
36,365
-141,810
917
$431K 0.01%
7,300
+920
918
$431K 0.01%
55,292
+8,773
919
$430K 0.01%
18,470
-4,325
920
$430K 0.01%
+8,917
921
$429K 0.01%
4,693
+279
922
$429K 0.01%
6,935
-1,155
923
$429K 0.01%
11,530
-4,807
924
$429K 0.01%
8,197
+1,804
925
$428K 0.01%
+19,290
35 36
37
38 39