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
1426
$176K ﹤0.01%
12,332
+70
1427
$175K ﹤0.01%
38,380
+200
1428
$175K ﹤0.01%
15,813
+5,444
1429
$171K ﹤0.01%
14,356
-161,956
1430
$170K ﹤0.01%
10,440
+6
1431
$169K ﹤0.01%
3,938
-455
1432
$168K ﹤0.01%
24,029
+4,834
1433
$168K ﹤0.01%
+12,006
1434
$167K ﹤0.01%
16,525
+160
1435
$166K ﹤0.01%
18,286
-31,069
1436
$166K ﹤0.01%
19,420
-600
1437
$165K ﹤0.01%
35,882
+155
1438
$163K ﹤0.01%
10,919
-660
1439
$162K ﹤0.01%
23,191
+3,903
1440
$161K ﹤0.01%
11,050
1441
$160K ﹤0.01%
58,629
+6,840
1442
$160K ﹤0.01%
41,850
-10,000
1443
$160K ﹤0.01%
12,212
-7,410
1444
$159K ﹤0.01%
42,670
+9,650
1445
$159K ﹤0.01%
17,271
-1,675
1446
$158K ﹤0.01%
13,171
-3,630
1447
$157K ﹤0.01%
32,728
+1,200
1448
$157K ﹤0.01%
13,840
+288
1449
$157K ﹤0.01%
14,259
+398
1450
$156K ﹤0.01%
13,200
-2,000
56 57
58
59 60