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
1451
$134K ﹤0.01%
+10,029
1452
$133K ﹤0.01%
+10,900
1453
$132K ﹤0.01%
983
+63
1454
$132K ﹤0.01%
18,338
-532
1455
$131K ﹤0.01%
17,735
-3,018
1456
$131K ﹤0.01%
4,274
1457
$131K ﹤0.01%
13,861
-602
1458
$128K ﹤0.01%
+17,348
1459
$128K ﹤0.01%
3,241
-437
1460
$128K ﹤0.01%
+31,528
1461
$125K ﹤0.01%
14,624
-10,299
1462
$125K ﹤0.01%
51,850
1463
$124K ﹤0.01%
3,149
+1,326
1464
$123K ﹤0.01%
+19,947
1465
$123K ﹤0.01%
+290
1466
$123K ﹤0.01%
16,925
-1,980
1467
$120K ﹤0.01%
96
-4
1468
$115K ﹤0.01%
+27,301
1469
$112K ﹤0.01%
13,388
-6,960
1470
$110K ﹤0.01%
10,000
-10,000
1471
$110K ﹤0.01%
19,195
-556
1472
$109K ﹤0.01%
16,398
+345
1473
$107K ﹤0.01%
34,700
-100
1474
$107K ﹤0.01%
22,720
+1,789
1475
$107K ﹤0.01%
+27,885
57 58
59
60 61