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
1251
$259K 0.01%
8,427
-292
1252
$259K 0.01%
21,091
-400
1253
$259K 0.01%
+2,903
1254
$258K 0.01%
+12,055
1255
$258K 0.01%
17,546
+2,276
1256
$258K 0.01%
4,119
-246
1257
$257K 0.01%
3,299
-712
1258
$255K 0.01%
18,424
-30,591
1259
$255K 0.01%
8,812
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1260
$254K 0.01%
18,638
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1261
$254K 0.01%
9,702
-2,946
1262
$254K 0.01%
5,078
+300
1263
$253K 0.01%
17,018
+2,555
1264
$253K 0.01%
6,962
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1265
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8,000
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6,221
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32,635
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$251K 0.01%
9,468
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12,117
-400
1271
$250K 0.01%
10,927
-1,549
1272
$249K 0.01%
4,202
-841
1273
$249K 0.01%
4,561
-563
1274
$249K 0.01%
4,246
+484
1275
$248K 0.01%
4,194
-548
49 50
51
52 53