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
$4.42B
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
Technology Select Sector SPDR Fund
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
126
$6.56M 0.15%
258,168
+57,300
127
$6.53M 0.15%
41,426
+4,166
128
$6.47M 0.15%
75,433
+1,381
129
$6.47M 0.15%
62,397
+2,821
130
$6.43M 0.15%
78,760
+12,530
131
$6.4M 0.14%
62,266
+40,779
132
$6.35M 0.14%
222,313
+11,505
133
$6.3M 0.14%
242,776
+38,858
134
$6.28M 0.14%
154,260
-3,580
135
$6.27M 0.14%
246,941
+33,316
136
$6.25M 0.14%
41,707
+3,292
137
$6.25M 0.14%
179,630
+483
138
$6.21M 0.14%
93,558
+1,677
139
$6.07M 0.14%
95,749
+6,122
140
$6.06M 0.14%
235,651
+13,063
141
$6.06M 0.14%
69,693
+18,027
142
$6.05M 0.14%
69,468
+4,859
143
$6.04M 0.14%
131,811
+33,198
144
$5.94M 0.13%
104,862
+67,030
145
$5.86M 0.13%
242,255
-17,965
146
$5.76M 0.13%
27
147
$5.7M 0.13%
75,871
-2,539
148
$5.68M 0.13%
53,878
+4,421
149
$5.68M 0.13%
51,897
-57,656
150
$5.56M 0.13%
225,258
+53,817
4 5
6
7 8