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
1376
$209K ﹤0.01%
4,028
-439
1377
$208K ﹤0.01%
+2,328
1378
$208K ﹤0.01%
4,466
-604
1379
$208K ﹤0.01%
10,638
+293
1380
$208K ﹤0.01%
5,771
-584
1381
$208K ﹤0.01%
+8,018
1382
$208K ﹤0.01%
5,664
-236
1383
$208K ﹤0.01%
+9,530
1384
$207K ﹤0.01%
3,714
+539
1385
$207K ﹤0.01%
26,987
+10,062
1386
$206K ﹤0.01%
6,187
-4,844
1387
$206K ﹤0.01%
+171
1388
$205K ﹤0.01%
+6,098
1389
$204K ﹤0.01%
18,641
-4,025
1390
$203K ﹤0.01%
+5,443
1391
$203K ﹤0.01%
9,863
+1,814
1392
$203K ﹤0.01%
4,129
-397
1393
$202K ﹤0.01%
+8,017
1394
$201K ﹤0.01%
9,442
-1,930
1395
$201K ﹤0.01%
18,605
+247
1396
$201K ﹤0.01%
+8,078
1397
$201K ﹤0.01%
+7,867
1398
$200K ﹤0.01%
33,729
1399
$200K ﹤0.01%
+2,700
1400
$200K ﹤0.01%
16,109
+201
54 55
56
57 58