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
1301
$223K 0.01%
11,965
-2,815
1302
$223K 0.01%
35,762
-15,947
1303
$222K 0.01%
4,212
-97
1304
$222K 0.01%
6,693
-216
1305
$222K 0.01%
25,466
+5,730
1306
$222K 0.01%
14,998
-2,903
1307
$221K 0.01%
+4,467
1308
$221K 0.01%
36,719
+1,000
1309
$221K 0.01%
12,000
-1,800
1310
$221K 0.01%
15,270
+157
1311
$220K 0.01%
8,384
-206
1312
$220K 0.01%
+3,495
1313
$220K 0.01%
6,355
-20
1314
$220K 0.01%
+1,376
1315
$220K 0.01%
+3,229
1316
$220K 0.01%
30,841
+2,921
1317
$219K 0.01%
10,205
+460
1318
$219K 0.01%
+11,874
1319
$218K 0.01%
24,113
+10,080
1320
$218K 0.01%
+7,270
1321
$218K 0.01%
5,900
+151
1322
$218K 0.01%
3,533
-306
1323
$216K 0.01%
+5,681
1324
$216K 0.01%
8,230
-661
1325
$216K 0.01%
12,091
-415
51 52
53
54 55