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
1026
$397K 0.01%
14,842
1027
$397K 0.01%
29,890
-1,016
1028
$396K 0.01%
12,384
+5,349
1029
$396K 0.01%
49,932
+8,336
1030
$396K 0.01%
53,513
+6,938
1031
$396K 0.01%
29,730
+836
1032
$394K 0.01%
28,482
+812
1033
$394K 0.01%
24,933
-41
1034
$393K 0.01%
4,081
-371
1035
$392K 0.01%
11,645
+2,316
1036
$391K 0.01%
6,694
+88
1037
$391K 0.01%
30,220
+2,533
1038
$390K 0.01%
16,183
-2,287
1039
$389K 0.01%
34,466
1040
$388K 0.01%
15,778
-170
1041
$388K 0.01%
6,477
-808
1042
$387K 0.01%
8,303
+870
1043
$386K 0.01%
9,559
-126
1044
$385K 0.01%
4,135
1045
$385K 0.01%
39,729
+25,011
1046
$384K 0.01%
+9,378
1047
$384K 0.01%
41,631
-1,000
1048
$379K 0.01%
11,230
-7,944
1049
$378K 0.01%
7,490
-590
1050
$377K 0.01%
7,428
-120
40 41
42
43 44