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
1151
$283K 0.01%
+3,728
1152
$282K 0.01%
36,974
-15,898
1153
$281K 0.01%
14,334
+538
1154
$281K 0.01%
20,185
-4,405
1155
$280K 0.01%
19,264
+1,714
1156
$280K 0.01%
8,416
+993
1157
$280K 0.01%
5,250
+784
1158
$279K 0.01%
16,122
+5,867
1159
$279K 0.01%
10,020
-53,624
1160
$279K 0.01%
3,372
+77
1161
$278K 0.01%
13,124
+861
1162
$277K 0.01%
9,362
+317
1163
$277K 0.01%
59,309
+485
1164
$277K 0.01%
8,224
-656
1165
$276K 0.01%
8,688
+504
1166
$276K 0.01%
20,390
+755
1167
$275K 0.01%
6,748
+261
1168
$275K 0.01%
+8,439
1169
$274K 0.01%
5,124
-324
1170
$273K 0.01%
5,783
-106
1171
$273K 0.01%
18,078
1172
$273K 0.01%
3,527
-59
1173
$272K 0.01%
+8,808
1174
$272K 0.01%
+10,581
1175
$272K 0.01%
4,466
+544
45 46
47
48 49