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
1176
$297K 0.01%
19,844
-397
1177
$297K 0.01%
13,449
-4,526
1178
$297K 0.01%
14,545
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1179
$295K 0.01%
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-350
1180
$295K 0.01%
8,932
-1,895
1181
$295K 0.01%
+6,864
1182
$294K 0.01%
7,549
+856
1183
$294K 0.01%
38,373
+20,140
1184
$293K 0.01%
13,789
-545
1185
$293K 0.01%
+5,086
1186
$293K 0.01%
+12,685
1187
$293K 0.01%
10,678
1188
$292K 0.01%
38,926
+5,065
1189
$292K 0.01%
26,774
+7,424
1190
$292K 0.01%
7,268
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$291K 0.01%
7,365
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1192
$290K 0.01%
16,537
-4,986
1193
$290K 0.01%
21,165
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1194
$290K 0.01%
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1195
$289K 0.01%
7,010
+1,595
1196
$288K 0.01%
7,919
1197
$288K 0.01%
7,322
-262
1198
$288K 0.01%
12,956
+3,260
1199
$287K 0.01%
9,158
+211
1200
$287K 0.01%
15,546
+2,603
46 47
48
49 50