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
1176
$272K 0.01%
16,663
+879
1177
$271K 0.01%
20,330
+458
1178
$270K 0.01%
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-247
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$270K 0.01%
1,389
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$270K 0.01%
21,491
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1181
$269K 0.01%
26,565
+304
1182
$269K 0.01%
7,199
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1183
$268K 0.01%
4,365
-1,138
1184
$267K 0.01%
10,833
-13,030
1185
$264K 0.01%
5,043
-1,123
1186
$264K 0.01%
6,062
-42
1187
$263K 0.01%
14,662
+1,426
1188
$263K 0.01%
6,811
-11,002
1189
$262K 0.01%
4,845
+4
1190
$262K 0.01%
13,228
-2,540
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$261K 0.01%
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1192
$261K 0.01%
10,495
-3,905
1193
$261K 0.01%
5,845
-2,944
1194
$260K 0.01%
+33,861
1195
$260K 0.01%
73,368
-5,073
1196
$258K 0.01%
12,517
-859
1197
$258K 0.01%
+3,189
1198
$258K 0.01%
8,432
-209
1199
$257K 0.01%
11,643
-820
1200
$257K 0.01%
20,960
-3,786
46 47
48
49 50