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
1476
$134K ﹤0.01%
15,445
+945
1477
$134K ﹤0.01%
91,455
+35,755
1478
$133K ﹤0.01%
18,336
+601
1479
$133K ﹤0.01%
10,000
-100
1480
$132K ﹤0.01%
23,357
+4,038
1481
$130K ﹤0.01%
17,348
1482
$129K ﹤0.01%
2,575
-75
1483
$129K ﹤0.01%
20,924
+47
1484
$128K ﹤0.01%
277
-13
1485
$128K ﹤0.01%
11,900
+1,000
1486
$125K ﹤0.01%
4,124
-150
1487
$125K ﹤0.01%
22,750
1488
$124K ﹤0.01%
2,402
-5,059
1489
$124K ﹤0.01%
27,100
1490
$124K ﹤0.01%
13,879
+3,850
1491
$123K ﹤0.01%
18,338
1492
$122K ﹤0.01%
13,638
-986
1493
$120K ﹤0.01%
54,235
+33,100
1494
$119K ﹤0.01%
10,082
-159
1495
$119K ﹤0.01%
+15,499
1496
$117K ﹤0.01%
19,050
+300
1497
$117K ﹤0.01%
14,665
-3,523
1498
$115K ﹤0.01%
+11,443
1499
$114K ﹤0.01%
+15,805
1500
$114K ﹤0.01%
10,000
58 59
60
61 62