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
1326
$230K 0.01%
3,516
-65
1327
$230K 0.01%
+21,117
1328
$229K 0.01%
1,037
-53
1329
$229K 0.01%
4,969
-299
1330
$229K 0.01%
12,504
-3,500
1331
$228K 0.01%
12,740
+2
1332
$228K 0.01%
17,128
-417
1333
$228K 0.01%
7,710
+440
1334
$227K 0.01%
13,738
-1,255
1335
$227K 0.01%
10,434
+218
1336
$227K 0.01%
+9,295
1337
$227K 0.01%
21,090
-1,301
1338
$227K 0.01%
8,855
1339
$227K 0.01%
14,912
+531
1340
$226K 0.01%
38,777
-8,200
1341
$225K 0.01%
43,341
-1,084
1342
$225K 0.01%
7,721
-3,958
1343
$224K 0.01%
+5,874
1344
$224K 0.01%
+9,726
1345
$224K 0.01%
10,147
-57
1346
$223K 0.01%
10,015
-190
1347
$223K 0.01%
6,208
-96,926
1348
$223K 0.01%
15,563
-10,000
1349
$222K 0.01%
+561
1350
$221K 0.01%
7,353
+56
52 53
54
55 56