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
1076
$360K 0.01%
24,970
-1,680
1077
$359K 0.01%
+10,921
1078
$358K 0.01%
5,396
+432
1079
$358K 0.01%
7,937
-1,232
1080
$358K 0.01%
435
+46
1081
$358K 0.01%
12,997
-713
1082
$357K 0.01%
61,595
+3,700
1083
$357K 0.01%
25,630
-392
1084
$357K 0.01%
42,858
-1,035
1085
$356K 0.01%
1,714
+325
1086
$356K 0.01%
7,395
+28
1087
$356K 0.01%
+16,900
1088
$356K 0.01%
+24,879
1089
$355K 0.01%
+15,006
1090
$355K 0.01%
21,247
+249
1091
$354K 0.01%
62,822
-18,313
1092
$354K 0.01%
9,720
+1,304
1093
$354K 0.01%
+10,598
1094
$353K 0.01%
13,441
+8,002
1095
$352K 0.01%
27,864
-2,272
1096
$351K 0.01%
9,518
-162
1097
$350K 0.01%
7,743
+1,069
1098
$349K 0.01%
4,371
+114
1099
$347K 0.01%
11,107
+152
1100
$347K 0.01%
7,361
+1,582
42 43
44
45 46