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
926
$428K 0.01%
32,930
-2,203
927
$427K 0.01%
9,680
-236
928
$426K 0.01%
8,882
+546
929
$426K 0.01%
8,048
-447
930
$425K 0.01%
+34,019
931
$425K 0.01%
19,004
-832
932
$424K 0.01%
8,969
-1,045
933
$423K 0.01%
11,578
+1,054
934
$421K 0.01%
12,268
-55
935
$421K 0.01%
6,931
-1,984
936
$421K 0.01%
+22,153
937
$420K 0.01%
8,944
-66
938
$420K 0.01%
30,694
+4,170
939
$418K 0.01%
4,452
-200
940
$417K 0.01%
+49,355
941
$416K 0.01%
5,476
+145
942
$416K 0.01%
5,872
+105
943
$415K 0.01%
6,057
-20
944
$415K 0.01%
36,047
+6,738
945
$415K 0.01%
7,285
-347
946
$414K 0.01%
9,768
+2,459
947
$411K 0.01%
8,080
+1,419
948
$410K 0.01%
51,640
+3,200
949
$410K 0.01%
497,160
+112,320
950
$410K 0.01%
9,169
-232
36 37
38
39 40