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
976
$400K 0.01%
16,638
+1,446
977
$400K 0.01%
7,530
-1,136
978
$398K 0.01%
19,398
+2,343
979
$398K 0.01%
28,894
+4,888
980
$397K 0.01%
17,975
-1,529
981
$397K 0.01%
15,948
-566
982
$395K 0.01%
4,135
983
$395K 0.01%
+24,337
984
$395K 0.01%
+42,043
985
$394K 0.01%
+51,322
986
$393K 0.01%
18,259
+1,426
987
$392K 0.01%
30,136
+2,218
988
$392K 0.01%
7,461
-88
989
$392K 0.01%
+7,075
990
$391K 0.01%
+1,670
991
$390K 0.01%
27,165
-1,146
992
$390K 0.01%
7,805
+1,117
993
$390K 0.01%
6,051
-1,392
994
$389K 0.01%
24,731
+5,424
995
$388K 0.01%
9,685
+112
996
$387K 0.01%
37,360
+6,410
997
$387K 0.01%
24,974
-702
998
$387K 0.01%
15,109
-1,230
999
$386K 0.01%
7,530
-275
1000
$385K 0.01%
81,135
+33,992
38 39
40
41 42