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
1051
$355K 0.01%
2,974
-23
1052
$354K 0.01%
10,827
+2,794
1053
$354K 0.01%
25,563
-157
1054
$352K 0.01%
8,678
-146
1055
$352K 0.01%
+26,022
1056
$352K 0.01%
+11,679
1057
$351K 0.01%
7,367
+423
1058
$350K 0.01%
7,512
-597
1059
$350K 0.01%
10,955
+2,286
1060
$350K 0.01%
6,498
-1,143
1061
$350K 0.01%
7,433
+50
1062
$350K 0.01%
389
-21
1063
$350K 0.01%
4,608
-1,130
1064
$350K 0.01%
2,726
1065
$349K 0.01%
4,011
+638
1066
$349K 0.01%
+99,504
1067
$348K 0.01%
60,234
-831
1068
$348K 0.01%
10,219
+2,305
1069
$347K 0.01%
12,470
-4,170
1070
$346K 0.01%
6,416
+471
1071
$345K 0.01%
6,181
+305
1072
$345K 0.01%
11,508
+2,505
1073
$343K 0.01%
18,589
+1,268
1074
$343K 0.01%
6,539
+776
1075
$341K 0.01%
11,355
-375
41 42
43
44 45