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
1351
$208K ﹤0.01%
+5,151
1352
$207K ﹤0.01%
11,716
-518
1353
$206K ﹤0.01%
+9,076
1354
$206K ﹤0.01%
15,611
+89
1355
$206K ﹤0.01%
+3,665
1356
$205K ﹤0.01%
4,133
-183
1357
$205K ﹤0.01%
14,463
+3,810
1358
$205K ﹤0.01%
+7,684
1359
$205K ﹤0.01%
+4,646
1360
$204K ﹤0.01%
+12,738
1361
$204K ﹤0.01%
1,836
-709
1362
$204K ﹤0.01%
16,102
+2,362
1363
$203K ﹤0.01%
5,999
-18
1364
$203K ﹤0.01%
+9,696
1365
$202K ﹤0.01%
7,630
+65
1366
$202K ﹤0.01%
46,977
-1,455
1367
$202K ﹤0.01%
16,185
-8,490
1368
$201K ﹤0.01%
+3,762
1369
$201K ﹤0.01%
38,112
+50
1370
$201K ﹤0.01%
+4,029
1371
$201K ﹤0.01%
5,355
-9,374
1372
$200K ﹤0.01%
12,093
1373
$200K ﹤0.01%
6,180
-3,013
1374
$199K ﹤0.01%
+17,545
1375
$198K ﹤0.01%
44,425
+356
53 54
55
56 57