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
1126
$325K 0.01%
7,567
+2,068
1127
$325K 0.01%
4,362
+990
1128
$324K 0.01%
11,862
+4,500
1129
$324K 0.01%
61,680
-869
1130
$323K 0.01%
51,937
+13,825
1131
$321K 0.01%
13,641
+1,452
1132
$321K 0.01%
1,758
+152
1133
$320K 0.01%
4,839
-3,234
1134
$320K 0.01%
4,733
-41
1135
$319K 0.01%
+5,382
1136
$319K 0.01%
35,815
-349
1137
$319K 0.01%
12,969
+2,385
1138
$318K 0.01%
25,367
-4,927
1139
$318K 0.01%
6,359
-1,446
1140
$316K 0.01%
3,651
+194
1141
$316K 0.01%
11,220
-135
1142
$316K 0.01%
+2,660
1143
$316K 0.01%
14,842
+11,693
1144
$315K 0.01%
16,899
+6,231
1145
$315K 0.01%
11,598
+691
1146
$314K 0.01%
2,380
+248
1147
$313K 0.01%
23,986
-588
1148
$312K 0.01%
20,080
-148
1149
$312K 0.01%
20,156
+218
1150
$312K 0.01%
+6,689
44 45
46
47 48