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
1501
$114K ﹤0.01%
10,484
-2,982
1502
$114K ﹤0.01%
14,716
+1,328
1503
$114K ﹤0.01%
12,611
+10
1504
$110K ﹤0.01%
10,897
+71
1505
$109K ﹤0.01%
34,700
1506
$107K ﹤0.01%
12,523
+256
1507
$107K ﹤0.01%
+13,286
1508
$106K ﹤0.01%
+10,527
1509
$104K ﹤0.01%
3,364
+123
1510
$104K ﹤0.01%
945
-38
1511
$99K ﹤0.01%
11,608
1512
$99K ﹤0.01%
17,808
+1,410
1513
$95K ﹤0.01%
17,500
1514
$94K ﹤0.01%
23,889
-295
1515
$92K ﹤0.01%
31,344
+3,876
1516
$90K ﹤0.01%
19,010
1517
$89K ﹤0.01%
+15,095
1518
$88K ﹤0.01%
3,212
+450
1519
$85K ﹤0.01%
4,910
-16,773
1520
$84K ﹤0.01%
4,350
-750
1521
$82K ﹤0.01%
11,695
+5
1522
$82K ﹤0.01%
+10,811
1523
$82K ﹤0.01%
10,207
+40
1524
$82K ﹤0.01%
26,935
-9,299
1525
$82K ﹤0.01%
45,870
59 60
61
62 63