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
1401
$200K ﹤0.01%
11,700
-300
1402
$199K ﹤0.01%
12,700
+1,512
1403
$195K ﹤0.01%
10,272
-25,370
1404
$194K ﹤0.01%
24,764
-717
1405
$194K ﹤0.01%
24,505
+4,152
1406
$193K ﹤0.01%
25,533
-135
1407
$193K ﹤0.01%
13,842
+2,921
1408
$193K ﹤0.01%
12,500
+1,047
1409
$192K ﹤0.01%
+11,431
1410
$191K ﹤0.01%
+13,201
1411
$190K ﹤0.01%
14,320
+58
1412
$187K ﹤0.01%
11,544
1413
$187K ﹤0.01%
18,078
1414
$186K ﹤0.01%
18,032
-500
1415
$186K ﹤0.01%
14,087
-2,098
1416
$184K ﹤0.01%
10,882
+838
1417
$184K ﹤0.01%
61,371
+897
1418
$183K ﹤0.01%
36,269
+8,968
1419
$183K ﹤0.01%
12,741
-144
1420
$182K ﹤0.01%
2,868
-338
1421
$181K ﹤0.01%
12,553
+1,280
1422
$181K ﹤0.01%
4,365
+832
1423
$179K ﹤0.01%
161
+65
1424
$179K ﹤0.01%
9
1425
$179K ﹤0.01%
18,740
-1,101
55 56
57
58 59