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
1251
$238K 0.01%
+5,688
1252
$238K 0.01%
3,504
+3
1253
$238K 0.01%
5,900
-66
1254
$238K 0.01%
12,749
+587
1255
$237K 0.01%
+2,132
1256
$236K 0.01%
14,993
-4,384
1257
$236K 0.01%
5,070
-2,280
1258
$236K 0.01%
22,391
-442
1259
$236K 0.01%
10,204
-1,206
1260
$235K 0.01%
+81,866
1261
$235K 0.01%
2,668
-380
1262
$235K 0.01%
+7,362
1263
$235K 0.01%
+2,476
1264
$234K 0.01%
7,919
+43
1265
$234K 0.01%
6,973
-82
1266
$234K 0.01%
4,706
-1,529
1267
$233K 0.01%
+1,231
1268
$232K 0.01%
+7,616
1269
$232K 0.01%
5,158
-40
1270
$232K 0.01%
+11,866
1271
$231K 0.01%
+3,581
1272
$230K 0.01%
+3,175
1273
$230K 0.01%
21,781
+1,075
1274
$230K 0.01%
+7,035
1275
$229K 0.01%
7,793
49 50
51
52 53