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
926
$476K 0.01%
4,835
-8
927
$474K 0.01%
9,249
+3,132
928
$473K 0.01%
6,609
+288
929
$472K 0.01%
13,668
-11,914
930
$470K 0.01%
11,200
+6
931
$470K 0.01%
39,664
932
$470K 0.01%
34,756
+10,994
933
$470K 0.01%
4,680
+1,416
934
$468K 0.01%
11,016
-220
935
$466K 0.01%
9,616
+734
936
$464K 0.01%
9,765
+1,998
937
$464K 0.01%
32,866
-1,191
938
$463K 0.01%
13,690
+2,160
939
$462K 0.01%
15,019
+1,639
940
$462K 0.01%
18,988
941
$461K 0.01%
6,135
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942
$460K 0.01%
5,747
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943
$458K 0.01%
6,057
944
$458K 0.01%
1,948
+278
945
$458K 0.01%
9,235
+318
946
$457K 0.01%
4,239
+1,369
947
$456K 0.01%
19,478
-8,985
948
$456K 0.01%
7,695
+925
949
$455K 0.01%
5,836
+855
950
$455K 0.01%
+3,326
36 37
38
39 40