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
$4.42B
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
State Street Technology Select Sector SPDR ETF
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
1001
$412K 0.01%
4,094
+559
1002
$412K 0.01%
53,069
+28,956
1003
$412K 0.01%
10,096
-1,436
1004
$412K 0.01%
21,415
+5,086
1005
$411K 0.01%
7,212
+151
1006
$411K 0.01%
28,644
-2,050
1007
$410K 0.01%
3,688
-477
1008
$410K 0.01%
+16,623
1009
$409K 0.01%
29,238
+1,632
1010
$408K 0.01%
+16,013
1011
$408K 0.01%
170
+96
1012
$407K 0.01%
+13,509
1013
$406K 0.01%
10,307
+2,069
1014
$406K 0.01%
51,743
-1,101
1015
$406K 0.01%
9,804
-8,940
1016
$406K 0.01%
13,810
+2,870
1017
$405K 0.01%
25,348
+617
1018
$404K 0.01%
5,492
+1,946
1019
$404K 0.01%
+6,502
1020
$403K 0.01%
52,694
-50
1021
$400K 0.01%
18,125
-134
1022
$400K 0.01%
15,422
+1,134
1023
$399K 0.01%
6,719
+538
1024
$397K 0.01%
2,514
+148
1025
$397K 0.01%
+15,003
39 40
41
42 43