Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
101
$8.88M 0.21%
191,330
+39,196
102
$8.75M 0.21%
173,614
+5,641
103
$8.61M 0.2%
111,027
+9,837
104
$8.61M 0.2%
316,894
+8,584
105
$8.55M 0.2%
71,214
-28,617
106
$8.52M 0.2%
119,402
+16,461
107
$8.43M 0.2%
99,915
-312,002
108
$8.43M 0.2%
95,842
+4,146
109
$8.37M 0.2%
113,732
+3,207
110
$7.92M 0.19%
132,016
+21,784
111
$7.89M 0.19%
179,147
+51,332
112
$7.85M 0.19%
64,617
+3,725
113
$7.76M 0.18%
165,941
+9,739
114
$7.66M 0.18%
761,871
+306,859
115
$7.33M 0.17%
121,546
+5,384
116
$7.29M 0.17%
230,311
-11,502
117
$7.28M 0.17%
112,243
+48,361
118
$7.16M 0.17%
178,975
+29,441
119
$7.07M 0.17%
131,800
+14,616
120
$7.03M 0.17%
134,362
+6,052
121
$7M 0.17%
217,629
-7,643
122
$7M 0.17%
334,567
+32,308
123
$6.68M 0.16%
112,746
+7,763
124
$6.66M 0.16%
88,669
+64,281
125
$6.62M 0.16%
141,804
+4,733
3 4
5
6 7