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
1276
$247K 0.01%
18,429
+1,844
1277
$247K 0.01%
4,609
-4,031
1278
$247K 0.01%
23,837
+2,056
1279
$247K 0.01%
13,494
+344
1280
$247K 0.01%
74,099
+731
1281
$246K 0.01%
19,710
-1,250
1282
$246K 0.01%
5,207
-2,369
1283
$245K 0.01%
22,213
+3,752
1284
$245K 0.01%
11,217
-1,559
1285
$244K 0.01%
10,020
-475
1286
$244K 0.01%
58,313
-996
1287
$243K 0.01%
20,971
-810
1288
$243K 0.01%
8,982
-2,526
1289
$243K 0.01%
7,890
-549
1290
$243K 0.01%
18,102
+2,000
1291
$243K 0.01%
3,672
+272
1292
$242K 0.01%
7,447
-169
1293
$242K 0.01%
+10,316
1294
$241K 0.01%
13,447
1295
$241K 0.01%
7,957
-8,038
1296
$241K 0.01%
+2,838
1297
$241K 0.01%
4,973
1298
$240K 0.01%
4,500
-750
1299
$240K 0.01%
12,417
-2,245
1300
$239K 0.01%
12,168
-3,954
50 51
52
53 54