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
1401
$181K ﹤0.01%
9
1402
$179K ﹤0.01%
8,049
-146
1403
$178K ﹤0.01%
11,188
-289
1404
$177K ﹤0.01%
38,180
+200
1405
$176K ﹤0.01%
4,393
+119
1406
$175K ﹤0.01%
22,366
-6,072
1407
$175K ﹤0.01%
12,310
-16,144
1408
$174K ﹤0.01%
+11,273
1409
$168K ﹤0.01%
+10,921
1410
$168K ﹤0.01%
12,206
-15,735
1411
$167K ﹤0.01%
12,262
+2,036
1412
$166K ﹤0.01%
18,188
-4,686
1413
$166K ﹤0.01%
55,700
+10,750
1414
$165K ﹤0.01%
10,434
+11
1415
$165K ﹤0.01%
18,946
-2,130
1416
$164K ﹤0.01%
16,365
+162
1417
$163K ﹤0.01%
35,727
+154
1418
$163K ﹤0.01%
18,532
-216,089
1419
$162K ﹤0.01%
2,650
-60
1420
$161K ﹤0.01%
+11,579
1421
$160K ﹤0.01%
10,100
1422
$160K ﹤0.01%
14,718
-1,990
1423
$159K ﹤0.01%
12,330
1424
$158K ﹤0.01%
11,879
-6,524
1425
$157K ﹤0.01%
+10,044
55 56
57
58 59