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
901
$498K 0.01%
12,385
-359
902
$498K 0.01%
4,105
+1,027
903
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5,302
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906
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52,643
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907
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16,467
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-174
909
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910
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8,893
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911
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6,237
-1,678
913
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+14,230
914
$488K 0.01%
95,257
+59,495
915
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58,810
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12,020
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7,075
920
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17,126
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921
$481K 0.01%
29,931
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5,774
-963
923
$480K 0.01%
36,440
+58
924
$477K 0.01%
7,995
+465
925
$477K 0.01%
12,725
-327
35 36
37
38 39