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
1301
$239K 0.01%
14,079
+205
1302
$239K 0.01%
24,984
-7,563
1303
$239K 0.01%
8,668
-852
1304
$239K 0.01%
11,147
-29
1305
$238K 0.01%
14,847
+68
1306
$237K 0.01%
6,152
-112
1307
$237K 0.01%
7,878
+85
1308
$237K 0.01%
4,210
1309
$236K 0.01%
4,176
-1,054
1310
$235K 0.01%
82,366
+500
1311
$235K 0.01%
19,137
-49,380
1312
$235K 0.01%
2,227
-249
1313
$235K 0.01%
+17,272
1314
$234K 0.01%
15,118
-201,512
1315
$234K 0.01%
8,190
-194
1316
$234K 0.01%
36,719
1317
$234K 0.01%
11,423
-1,047
1318
$233K 0.01%
16,066
-393
1319
$233K 0.01%
3,619
-1,841
1320
$232K 0.01%
9,096
+201
1321
$232K 0.01%
11,173
-1,951
1322
$232K 0.01%
3,705
+476
1323
$231K 0.01%
4,116
-301
1324
$231K 0.01%
4,740
+246
1325
$230K 0.01%
+6,166
51 52
53
54 55