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
1101
$316K 0.01%
51,116
+7,640
1102
$316K 0.01%
14,060
+44
1103
$316K 0.01%
62,549
+1,421
1104
$315K 0.01%
+8,238
1105
$313K 0.01%
5,784
+6
1106
$312K 0.01%
+8,402
1107
$312K 0.01%
12,648
+1,142
1108
$310K 0.01%
14,990
-1,263
1109
$309K 0.01%
16,329
+4,226
1110
$308K 0.01%
6,454
-1,834
1111
$306K 0.01%
10,940
+934
1112
$305K 0.01%
59,226
+219
1113
$305K 0.01%
1,606
+90
1114
$303K 0.01%
16,801
+1,203
1115
$303K 0.01%
13,150
-2,524
1116
$301K 0.01%
+8,624
1117
$301K 0.01%
21,683
-2,819
1118
$300K 0.01%
+9,596
1119
$300K 0.01%
42,631
+4,910
1120
$300K 0.01%
3,576
-359
1121
$300K 0.01%
3,045
+29
1122
$299K 0.01%
+3,457
1123
$298K 0.01%
29,464
+8,106
1124
$298K 0.01%
5,230
-3,500
1125
$296K 0.01%
4,774
+113
43 44
45
46 47