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
1476
$106K ﹤0.01%
20,877
-187
1477
$105K ﹤0.01%
19,319
+681
1478
$104K ﹤0.01%
9,479
-789
1479
$103K ﹤0.01%
+11,608
1480
$103K ﹤0.01%
19,288
-4,428
1481
$102K ﹤0.01%
+5,100
1482
$99K ﹤0.01%
27,468
+1,350
1483
$99K ﹤0.01%
12,267
-5,520
1484
$98K ﹤0.01%
10,241
-3,043
1485
$98K ﹤0.01%
22,750
-275
1486
$97K ﹤0.01%
+15,200
1487
$96K ﹤0.01%
60,474
+42,572
1488
$95K ﹤0.01%
10,750
+400
1489
$95K ﹤0.01%
26,134
+345
1490
$94K ﹤0.01%
+10,826
1491
$94K ﹤0.01%
19,010
-1,009
1492
$93K ﹤0.01%
+11,850
1493
$87K ﹤0.01%
14,728
+3,075
1494
$86K ﹤0.01%
30,150
+125
1495
$84K ﹤0.01%
11,690
-79
1496
$83K ﹤0.01%
24,184
-354
1497
$81K ﹤0.01%
19,981
-1,124
1498
$81K ﹤0.01%
97,060
+6,026
1499
$81K ﹤0.01%
45,870
-1,407
1500
$80K ﹤0.01%
+13,686
58 59
60
61 62