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
1426
$157K ﹤0.01%
+3,158
1427
$157K ﹤0.01%
27,275
1428
$156K ﹤0.01%
+11,050
1429
$155K ﹤0.01%
+20,353
1430
$154K ﹤0.01%
+10,143
1431
$154K ﹤0.01%
2,190
-933
1432
$154K ﹤0.01%
14,486
+1,687
1433
$151K ﹤0.01%
13,552
1434
$146K ﹤0.01%
18,750
1435
$145K ﹤0.01%
11,545
+578
1436
$145K ﹤0.01%
925
+92
1437
$145K ﹤0.01%
13,466
+35
1438
$144K ﹤0.01%
12,601
-2,833
1439
$143K ﹤0.01%
+11,933
1440
$143K ﹤0.01%
+14,500
1441
$143K ﹤0.01%
+12,329
1442
$142K ﹤0.01%
110,388
-37,723
1443
$141K ﹤0.01%
+10,442
1444
$141K ﹤0.01%
27,100
-700
1445
$140K ﹤0.01%
+10,446
1446
$138K ﹤0.01%
7,191
-312
1447
$138K ﹤0.01%
17,325
+1,717
1448
$137K ﹤0.01%
12,433
-1,294
1449
$136K ﹤0.01%
10,668
-100
1450
$134K ﹤0.01%
18,233
-5,860
56 57
58
59 60