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
1226
$247K 0.01%
+4,417
1227
$247K 0.01%
5,790
-266
1228
$247K 0.01%
19,622
-916
1229
$247K 0.01%
7,792
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1230
$247K 0.01%
7,584
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1231
$247K 0.01%
+75,137
1232
$247K 0.01%
5,457
-667
1233
$247K 0.01%
8,210
-352
1234
$246K 0.01%
3,546
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1235
$246K 0.01%
5,779
+978
1236
$246K 0.01%
19,106
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1237
$245K 0.01%
20,895
1238
$245K 0.01%
8,895
-11
1239
$245K 0.01%
90,718
-8,076
1240
$245K 0.01%
23,049
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1241
$244K 0.01%
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1242
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18,461
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1243
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8,434
-6
1244
$241K 0.01%
8,733
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1245
$240K 0.01%
4,526
-407
1246
$240K 0.01%
+4,220
1247
$239K 0.01%
+11,372
1248
$239K 0.01%
12,943
-4,939
1249
$239K 0.01%
4,302
+432
1250
$239K 0.01%
+6,401
48 49
50
51 52