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
1201
$286K 0.01%
25,239
+7,131
1202
$286K 0.01%
28,720
-10,219
1203
$284K 0.01%
8,053
-331
1204
$283K 0.01%
7,106
+209
1205
$283K 0.01%
6,413
+34
1206
$283K 0.01%
5,704
-86
1207
$283K 0.01%
8,595
-3,673
1208
– –
0
1209
$280K 0.01%
2,677
-38
1210
$280K 0.01%
2,965
+297
1211
$280K 0.01%
17,460
+135
1212
$279K 0.01%
6,790
-157
1213
$278K 0.01%
35,651
-1,323
1214
$278K 0.01%
3,387
-332
1215
$278K 0.01%
228,272
-16,170
1216
$278K 0.01%
+7,123
1217
$277K 0.01%
+4,345
1218
$276K 0.01%
12,471
-606
1219
$276K 0.01%
+4,004
1220
$275K 0.01%
21,345
+450
1221
$275K 0.01%
5,816
+103
1222
$273K 0.01%
5,463
+305
1223
$273K 0.01%
12,144
+53
1224
$271K 0.01%
8,953
+145
1225
$270K 0.01%
8,454
+20
47 48
49
50 51