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
1226
$270K 0.01%
+11,395
1227
$270K 0.01%
12,117
-632
1228
$270K 0.01%
1,822
+446
1229
$269K 0.01%
9,267
-95
1230
$269K 0.01%
+13,100
1231
$268K 0.01%
25,781
-8,009
1232
$268K 0.01%
+7,211
1233
$268K 0.01%
3,593
-135
1234
$268K 0.01%
17,748
+2,750
1235
$267K 0.01%
17,574
+108
1236
$267K 0.01%
+6,610
1237
$267K 0.01%
24,611
-7,015
1238
$267K 0.01%
+11,715
1239
$267K 0.01%
16,964
+150
1240
$266K 0.01%
10,094
-487
1241
$266K 0.01%
3,563
+59
1242
$266K 0.01%
9,410
+1,694
1243
$264K 0.01%
+232
1244
$264K 0.01%
+2,051
1245
$264K 0.01%
2,805
-326
1246
$263K 0.01%
1,297
+66
1247
$262K 0.01%
13,840
+612
1248
$262K 0.01%
9,436
+470
1249
$261K 0.01%
11,483
-233
1250
$261K 0.01%
16,751
+88
48 49
50
51 52