Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$86.8M
2
+$49.2M
3
+$30.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$28.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$27.7M

Top Sells

1
+$26.4M
2
+$23.1M
3
+$19.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.2M

Sector Composition

1 Financials 4.85%
2 Healthcare 4.75%
3 Technology 4.4%
4 Consumer Staples 4.04%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$216K 0.01%
4,778
+38
1327
$215K 0.01%
+4,878
1328
$214K 0.01%
+2,723
1329
$213K 0.01%
6,521
+233
1330
$213K 0.01%
+4,944
1331
$213K 0.01%
+2,709
1332
$212K 0.01%
19,350
-1,150
1333
$212K 0.01%
+8,737
1334
$211K 0.01%
3,644
+93
1335
$211K 0.01%
1,498
-40
1336
$211K 0.01%
+4,210
1337
$211K 0.01%
+4,494
1338
$210K 0.01%
+33,729
1339
$210K 0.01%
+16,585
1340
$210K 0.01%
+6,264
1341
$210K 0.01%
10,216
-712
1342
$210K 0.01%
+6,460
1343
$210K 0.01%
10,135
+1,840
1344
$210K 0.01%
12,677
-1,302
1345
$209K ﹤0.01%
+8,307
1346
$209K ﹤0.01%
+10,345
1347
$209K ﹤0.01%
+396
1348
$209K ﹤0.01%
74
+17
1349
$208K ﹤0.01%
+941
1350
$208K ﹤0.01%
+5,151
52 53
54
55 56