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
1126
$296K 0.01%
19,938
+407
1127
$296K 0.01%
36,164
+9,386
1128
$295K 0.01%
12,776
-1,738
1129
$294K 0.01%
14,513
+322
1130
$293K 0.01%
12,189
+2,541
1131
$293K 0.01%
+6,947
1132
$293K 0.01%
+10,907
1133
$293K 0.01%
3,131
+400
1134
$293K 0.01%
21,694
+354
1135
$292K 0.01%
41,596
+2,776
1136
$292K 0.01%
10,678
1137
$291K 0.01%
5,690
-1,794
1138
$291K 0.01%
20,241
+6,892
1139
$291K 0.01%
5,908
+544
1140
$291K 0.01%
20,636
+3,875
1141
$290K 0.01%
3,719
-10
1142
$289K 0.01%
5,116
+1,722
1143
$288K 0.01%
6,897
+262
1144
$288K 0.01%
6,674
+651
1145
$286K 0.01%
6,066
-224
1146
$284K 0.01%
20,228
+18
1147
$284K 0.01%
8,685
-2,425
1148
$284K 0.01%
14,156
-6,033
1149
$284K 0.01%
10,708
1150
$283K 0.01%
7,061
+408
44 45
46
47 48