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
1351
$220K 0.01%
8,871
-5,778
1352
$219K 0.01%
12,348
+28
1353
$219K 0.01%
15,698
+87
1354
$219K 0.01%
13,009
-2,375
1355
$218K ﹤0.01%
+1,539
1356
$218K ﹤0.01%
+5,330
1357
$217K ﹤0.01%
11,790
-84
1358
$217K ﹤0.01%
+6,570
1359
$216K ﹤0.01%
3,780
+115
1360
$216K ﹤0.01%
3,220
-375
1361
$215K ﹤0.01%
5,688
1362
$215K ﹤0.01%
413
-9
1363
$215K ﹤0.01%
4,469
-237
1364
$214K ﹤0.01%
4,059
-74
1365
$214K ﹤0.01%
+3,160
1366
$213K ﹤0.01%
22,400
+2,745
1367
$213K ﹤0.01%
7,550
-80
1368
$213K ﹤0.01%
+28,292
1369
$213K ﹤0.01%
+8,224
1370
$212K ﹤0.01%
12,093
1371
$211K ﹤0.01%
37,660
-22,574
1372
$210K ﹤0.01%
3,787
-425
1373
$210K ﹤0.01%
+9,033
1374
$210K ﹤0.01%
6,690
+230
1375
$210K ﹤0.01%
4,852
-484
53 54
55
56 57