Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
76
$11.2M 0.26%
411,493
-134,345
77
$11.2M 0.26%
+330,020
78
$11.1M 0.26%
88,023
+2,117
79
$11.1M 0.26%
83,730
+10,605
80
$10.9M 0.26%
92,670
+701
81
$10.9M 0.26%
376,968
+89,336
82
$10.9M 0.26%
316,377
-28,698
83
$10.9M 0.26%
217,529
+14,783
84
$10.6M 0.25%
+273,560
85
$10.6M 0.25%
106,239
+2,280
86
$10.4M 0.25%
208,285
+12,419
87
$10.4M 0.25%
261,434
-56,176
88
$10.4M 0.25%
150,480
+9,500
89
$10.3M 0.24%
101,857
+6,154
90
$10.2M 0.24%
76,941
-3,147
91
$10.1M 0.24%
716,512
+16,084
92
$9.93M 0.24%
132,096
-2,607
93
$9.88M 0.23%
125,081
+410
94
$9.8M 0.23%
+67,779
95
$9.73M 0.23%
73,933
-3,646
96
$9.65M 0.23%
239,832
+19,116
97
$9.64M 0.23%
222,004
-15,522
98
$9.36M 0.22%
141,737
+6,009
99
$9.34M 0.22%
160,702
+2,501
100
$8.89M 0.21%
90,060
-7,910
2 3
4
5 6