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
$4.42B
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
Technology Select Sector SPDR Fund
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
101
$8.92M 0.2%
70,283
+2,504
102
$8.86M 0.2%
347,083
-64,410
103
$8.85M 0.2%
98,371
+30,342
104
$8.72M 0.2%
146,039
+14,023
105
$8.61M 0.19%
106,772
-12,630
106
$8.45M 0.19%
163,306
-2,635
107
$8.43M 0.19%
142,411
+674
108
$8.34M 0.19%
239,366
+9,055
109
$8.28M 0.19%
61,206
+25,256
110
$8.2M 0.19%
194,616
+15,641
111
$8.15M 0.18%
356,952
+47,226
112
$8.12M 0.18%
65,839
-11,102
113
$8.01M 0.18%
129,128
+69,346
114
$7.96M 0.18%
103,997
+9,023
115
$7.64M 0.17%
139,344
+7,544
116
$7.45M 0.17%
150,221
+7,092
117
$7.43M 0.17%
62,481
-2,136
118
$7.3M 0.17%
169,278
-52,726
119
$7.19M 0.16%
89,791
-35,290
120
$7.12M 0.16%
52,955
+2,791
121
$7.03M 0.16%
676,935
-84,936
122
$6.72M 0.15%
108,516
-13,030
123
$6.71M 0.15%
117,432
+4,686
124
$6.61M 0.15%
51,245
-79
125
$6.6M 0.15%
174,792
+10,035
3 4
5
6 7