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
1376
$198K ﹤0.01%
12,339
+2,255
1377
$198K ﹤0.01%
14,381
-263
1378
$197K ﹤0.01%
25,481
+1,993
1379
$196K ﹤0.01%
11,264
+529
1380
$195K ﹤0.01%
19,655
+991
1381
$195K ﹤0.01%
12,320
-664
1382
$195K ﹤0.01%
19,841
-200
1383
$194K ﹤0.01%
18,108
-918
1384
$193K ﹤0.01%
51,789
+16,458
1385
$193K ﹤0.01%
22,044
-1,931
1386
$193K ﹤0.01%
+16,850
1387
$191K ﹤0.01%
25,668
+1
1388
$191K ﹤0.01%
22,842
-12
1389
$191K ﹤0.01%
16,185
-92
1390
$191K ﹤0.01%
18,236
1391
$191K ﹤0.01%
19,514
-3,072
1392
$188K ﹤0.01%
18,358
-19,487
1393
$188K ﹤0.01%
22,666
+4,425
1394
$187K ﹤0.01%
+15,908
1395
$185K ﹤0.01%
14,262
+2,062
1396
$185K ﹤0.01%
17,962
+851
1397
$184K ﹤0.01%
20,020
-150
1398
$184K ﹤0.01%
12,885
+57
1399
$182K ﹤0.01%
11,453
+29
1400
$181K ﹤0.01%
11,544
54 55
56
57 58