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
1201
$256K 0.01%
+5,319
1202
$256K 0.01%
15,384
-8,809
1203
$255K 0.01%
21,781
+350
1204
$255K 0.01%
+9,520
1205
$254K 0.01%
+13,077
1206
$254K 0.01%
+8,171
1207
$253K 0.01%
9,329
-1,081
1208
$253K 0.01%
17,466
+2,250
1209
$253K 0.01%
16,004
1210
$253K 0.01%
11,176
-1,247
1211
$252K 0.01%
+13,447
1212
$252K 0.01%
3,438
-584
1213
$252K 0.01%
5,713
-7,266
1214
$252K 0.01%
422
-17
1215
$252K 0.01%
16,814
+310
1216
$251K 0.01%
8,719
-83
1217
$251K 0.01%
+8,886
1218
$250K 0.01%
2,715
-1,153
1219
$250K 0.01%
+51,675
1220
$250K 0.01%
+4,980
1221
$250K 0.01%
+2,017
1222
$249K 0.01%
100,374
-1,370
1223
$249K 0.01%
25,131
+6,916
1224
$249K 0.01%
1,090
-3
1225
$248K 0.01%
+7,438
47 48
49
50 51