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
1451
$155K ﹤0.01%
14,255
-231
1452
$152K ﹤0.01%
11,436
-109
1453
$152K ﹤0.01%
15,951
-9,180
1454
$152K ﹤0.01%
10,255
-2,084
1455
$152K ﹤0.01%
11,587
+323
1456
$152K ﹤0.01%
10,670
-1,536
1457
$151K ﹤0.01%
12,329
1458
$149K ﹤0.01%
11,990
+57
1459
$149K ﹤0.01%
+10,407
1460
$149K ﹤0.01%
6,722
-89
1461
$148K ﹤0.01%
10,867
+426
1462
$147K ﹤0.01%
10,446
1463
$146K ﹤0.01%
16,645
-5,399
1464
$146K ﹤0.01%
11,147
-1,183
1465
$143K ﹤0.01%
264,278
-65,630
1466
$143K ﹤0.01%
14,446
-5,068
1467
$141K ﹤0.01%
+10,832
1468
$141K ﹤0.01%
12,762
-5,200
1469
$140K ﹤0.01%
1,261
+336
1470
$139K ﹤0.01%
2,286
+96
1471
$138K ﹤0.01%
27,275
1472
$138K ﹤0.01%
18,236
1473
$138K ﹤0.01%
12,932
-34,799
1474
$137K ﹤0.01%
32,720
+10,000
1475
$135K ﹤0.01%
17,097
-5,269
57 58
59
60 61