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
1101
$344K 0.01%
5,172
+706
1102
$344K 0.01%
29,683
+12,833
1103
$344K 0.01%
29,697
+2,664
1104
$342K 0.01%
6,942
+488
1105
$341K 0.01%
+11,174
1106
$340K 0.01%
23,348
+2,712
1107
$339K 0.01%
9,292
-54,268
1108
$337K 0.01%
+7,153
1109
$337K 0.01%
7,170
-360
1110
$337K 0.01%
55,653
+4,537
1111
$337K 0.01%
25,562
-373
1112
$336K 0.01%
16,878
+9,687
1113
$336K 0.01%
11,543
-3,668
1114
$334K 0.01%
+22,639
1115
$333K 0.01%
+6,397
1116
$333K 0.01%
14,096
+36
1117
$333K 0.01%
13,109
-2,000
1118
$330K 0.01%
10,377
-1,261
1119
$328K 0.01%
2,645
+628
1120
$328K 0.01%
22,339
+2,009
1121
$327K 0.01%
7,375
+2,497
1122
$327K 0.01%
11,760
+2,878
1123
$327K 0.01%
+23,641
1124
$326K 0.01%
3,621
+3
1125
$325K 0.01%
+8,592
43 44
45
46 47