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
1026
$364K 0.01%
6,770
+2,817
1027
$364K 0.01%
7,767
+1,616
1028
$364K 0.01%
15,637
+169
1029
$364K 0.01%
6,477
-7
1030
$364K 0.01%
3,600
+716
1031
$363K 0.01%
43,893
+4,863
1032
$362K 0.01%
19,612
+129
1033
$361K 0.01%
+7,322
1034
$360K 0.01%
15,214
+4,216
1035
$359K 0.01%
52,744
+1,990
1036
$358K 0.01%
4,740
+383
1037
$358K 0.01%
31,626
-11,679
1038
$357K 0.01%
19,465
+79
1039
$357K 0.01%
2,870
+1,082
1040
$357K 0.01%
7,491
+2,562
1041
$357K 0.01%
4,779
-624
1042
$357K 0.01%
11,834
-482
1043
$356K 0.01%
10,157
+2,724
1044
$356K 0.01%
14,083
+2,540
1045
$356K 0.01%
+7,576
1046
$356K 0.01%
14,649
-2,253
1047
$356K 0.01%
+11,564
1048
$355K 0.01%
33,790
-4,924
1049
$355K 0.01%
5,460
+2,130
1050
$355K 0.01%
25,098
-561
40 41
42
43 44