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
1501
$77K ﹤0.01%
+10,441
1502
$77K ﹤0.01%
33,020
-3,744
1503
$76K ﹤0.01%
1
1504
$74K ﹤0.01%
15,818
-3,813
1505
$74K ﹤0.01%
10,167
-6,604
1506
$73K ﹤0.01%
13,169
-6,580
1507
$73K ﹤0.01%
2,762
-819
1508
$72K ﹤0.01%
3,021
+187
1509
$70K ﹤0.01%
+11,000
1510
$70K ﹤0.01%
+11,584
1511
$69K ﹤0.01%
15,079
-750
1512
$69K ﹤0.01%
10,369
-3,667
1513
$67K ﹤0.01%
820
-266
1514
$67K ﹤0.01%
36,234
-2,495
1515
$66K ﹤0.01%
+13,100
1516
$66K ﹤0.01%
65,189
+4,000
1517
$65K ﹤0.01%
12,108
1518
$64K ﹤0.01%
2,728
+690
1519
$62K ﹤0.01%
147
1520
$61K ﹤0.01%
18,850
-1,786
1521
$61K ﹤0.01%
+2,414
1522
$61K ﹤0.01%
17,500
1523
$59K ﹤0.01%
25,794
+103
1524
$57K ﹤0.01%
10,345
-974
1525
$56K ﹤0.01%
55,024
-28,431
59 60
61
62 63