Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$86.8M
2
+$49.2M
3
+$30.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$28.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$27.7M

Top Sells

1
+$26.4M
2
+$23.1M
3
+$19.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.2M

Sector Composition

1 Financials 4.85%
2 Healthcare 4.75%
3 Technology 4.4%
4 Consumer Staples 4.04%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$410K 0.01%
8,861
+910
952
$409K 0.01%
5,584
-829
953
$409K 0.01%
26,650
+6,550
954
$408K 0.01%
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955
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19,205
-1,900
956
$408K 0.01%
6,062
-224
957
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28,833
-71,884
958
$408K 0.01%
+12,099
959
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11,638
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960
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3,284
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$406K 0.01%
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962
$406K 0.01%
30,906
-411
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$406K 0.01%
4,102
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964
$406K 0.01%
15,211
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35,180
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968
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3,791
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969
$404K 0.01%
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970
$404K 0.01%
7,328
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$404K 0.01%
32,512
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972
$403K 0.01%
7,878
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973
$402K 0.01%
34,466
974
$401K 0.01%
29,931
975
$401K 0.01%
454
+46
37 38
39
40 41