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
1051
$377K 0.01%
28,180
-4,750
1052
$377K 0.01%
8,340
-3,333
1053
$375K 0.01%
30,728
-19,062
1054
$375K 0.01%
7,561
+239
1055
$374K 0.01%
9,365
+963
1056
$372K 0.01%
88,287
+13,150
1057
$371K 0.01%
2,700
-90
1058
$371K 0.01%
13,382
-232
1059
$371K 0.01%
7,251
+835
1060
$371K 0.01%
+5,427
1061
$371K 0.01%
14,344
+2,780
1062
$369K 0.01%
10,090
-896
1063
$368K 0.01%
46,931
-4,391
1064
$367K 0.01%
9,478
-6,963
1065
$366K 0.01%
5,388
-88
1066
$365K 0.01%
19,278
-334
1067
$364K 0.01%
25,833
-1,332
1068
$364K 0.01%
19,237
+1,203
1069
$364K 0.01%
6,900
+1,116
1070
$364K 0.01%
11,604
-230
1071
$362K 0.01%
24,583
+12,273
1072
$361K 0.01%
15,339
+3,473
1073
$361K 0.01%
3,045
+71
1074
$361K 0.01%
17,084
+1,730
1075
$360K 0.01%
15,671
+34
41 42
43
44 45