Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
126
$6.49M 0.15%
260,220
+14,870
127
$6.45M 0.15%
94,974
+3,415
128
$6.39M 0.15%
50,164
+4,195
129
$6.33M 0.15%
309,726
+19,467
130
$6.32M 0.15%
157,840
+3,860
131
$6.24M 0.15%
+38,415
132
$6.2M 0.15%
143,129
-11,451
133
$6.16M 0.15%
74,052
+1,771
134
$6.04M 0.14%
51,324
+127
135
$6.02M 0.14%
68,029
-1,141
136
$6.02M 0.14%
37,260
+1,807
137
$5.98M 0.14%
70,999
+8,297
138
$5.95M 0.14%
210,808
+7,158
139
$5.83M 0.14%
248,286
-40,791
140
$5.83M 0.14%
59,576
+6,727
141
$5.79M 0.14%
228,948
-15,648
142
$5.78M 0.14%
164,757
-10,820
143
$5.64M 0.13%
251,983
-38,813
144
$5.62M 0.13%
+213,625
145
$5.55M 0.13%
64,609
+12,812
146
$5.49M 0.13%
203,918
+13,506
147
$5.42M 0.13%
+120,659
148
$5.35M 0.13%
+91,881
149
$5.34M 0.13%
+27
150
$5.34M 0.13%
66,230
-1,529
4 5
6
7 8