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
$4.42B
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
Technology Select Sector SPDR Fund
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
76
$11.2M 0.25%
292,960
+19,400
77
$11M 0.25%
248,324
-13,110
78
$10.8M 0.24%
363,760
+33,740
79
$10.7M 0.24%
332,061
+15,684
80
$10.6M 0.24%
88,877
-61,932
81
$10.4M 0.24%
106,176
+10,334
82
$10.3M 0.23%
151,777
-27,849
83
$10.1M 0.23%
99,490
+9,430
84
$10.1M 0.23%
348,424
-28,544
85
$10.1M 0.23%
131,889
+20,862
86
$10.1M 0.23%
207,221
-1,064
87
$9.96M 0.23%
117,101
+17,186
88
$9.92M 0.22%
168,467
+7,765
89
$9.89M 0.22%
732,651
+16,139
90
$9.81M 0.22%
80,933
+9,719
91
$9.63M 0.22%
105,402
+100,709
92
$9.59M 0.22%
150,153
-327
93
$9.59M 0.22%
104,414
+2,557
94
$9.53M 0.22%
155,639
+148,708
95
$9.49M 0.21%
118,743
+5,011
96
$9.24M 0.21%
683,663
+4,177
97
$9.15M 0.21%
321,418
+4,524
98
$9.01M 0.2%
135,651
+23,408
99
$8.95M 0.2%
261,236
+43,607
100
$8.94M 0.2%
177,029
+3,415
2 3
4
5 6