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
1001
$385K 0.01%
8,080
+679
1002
$384K 0.01%
39,664
1003
$382K 0.01%
27,606
-62,315
1004
$381K 0.01%
38,939
-7,401
1005
$381K 0.01%
12,476
-1,844
1006
$380K 0.01%
11,031
+741
1007
$380K 0.01%
38,715
+5,290
1008
$379K 0.01%
9,848
+314
1009
$378K 0.01%
27,687
-320
1010
$376K 0.01%
14,288
-1,253
1011
$375K 0.01%
3,535
+649
1012
$374K 0.01%
+30,294
1013
$372K 0.01%
7,548
+418
1014
$372K 0.01%
+3,078
1015
$371K 0.01%
10,740
-575
1016
$371K 0.01%
13,068
-737
1017
$371K 0.01%
18,034
+1,809
1018
$370K 0.01%
2,217
-1,394
1019
$369K 0.01%
20,998
1020
$368K 0.01%
21,523
+1,304
1021
$368K 0.01%
27,614
+22
1022
$365K 0.01%
6,606
-48
1023
$365K 0.01%
8,947
-326
1024
$365K 0.01%
14,648
+55
1025
$365K 0.01%
13,710
+255
39 40
41
42 43