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
1151
$311K 0.01%
28,365
+1,800
1152
$311K 0.01%
4,085
-523
1153
$310K 0.01%
23,405
+7,220
1154
$309K 0.01%
29,646
+182
1155
$309K 0.01%
14,591
+435
1156
$308K 0.01%
20,356
-34
1157
$307K 0.01%
4,094
+1
1158
$307K 0.01%
+28,248
1159
$307K 0.01%
21,862
+168
1160
$307K 0.01%
7,526
-1,335
1161
$307K 0.01%
3,098
+53
1162
$305K 0.01%
+10,210
1163
$304K 0.01%
+10,015
1164
$304K 0.01%
22,827
+3,721
1165
$303K 0.01%
4,901
-365
1166
$303K 0.01%
10,585
+2,901
1167
$302K 0.01%
+4,936
1168
$302K 0.01%
+9,168
1169
$301K 0.01%
4,920
+141
1170
$300K 0.01%
12,998
+1,639
1171
$299K 0.01%
+2,408
1172
$298K 0.01%
10,309
-9,483
1173
$298K 0.01%
9,206
+2,233
1174
$297K 0.01%
11,148
-2,935
1175
$297K 0.01%
19,477
+213
45 46
47
48 49