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
1076
$340K 0.01%
5,266
-82
1077
$339K 0.01%
2,253
+602
1078
$337K 0.01%
4,981
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1079
$336K 0.01%
18,309
-4,809
1080
$336K 0.01%
2,681
-260
1081
$334K 0.01%
8,384
-704
1082
$334K 0.01%
57,895
+770
1083
$334K 0.01%
+3,264
1084
$331K 0.01%
2,423
+15
1085
$327K 0.01%
10,170
-719
1086
$327K 0.01%
3,618
-46
1087
$327K 0.01%
4,257
+795
1088
$324K 0.01%
46,575
+5,780
1089
$324K 0.01%
25,348
-1,039
1090
$323K 0.01%
4,495
-605
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$323K 0.01%
15,354
+2,662
1092
$321K 0.01%
9,617
-1,523
1093
$319K 0.01%
14,842
1094
$319K 0.01%
+27,033
1095
$318K 0.01%
+5,878
1096
$318K 0.01%
+4,093
1097
$318K 0.01%
23,762
+760
1098
$317K 0.01%
24,574
-4,015
1099
$317K 0.01%
32,547
-6,274
1100
$316K 0.01%
4,964
+1,160
42 43
44
45 46