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
1526
$53K ﹤0.01%
10,000
1527
$53K ﹤0.01%
+10,076
1528
$51K ﹤0.01%
26,919
+14,764
1529
$46K ﹤0.01%
+1,367
1530
$44K ﹤0.01%
10,000
1531
$43K ﹤0.01%
+358
1532
$43K ﹤0.01%
21,135
+1,850
1533
– –
0
1534
$40K ﹤0.01%
20,434
-8,209
1535
$40K ﹤0.01%
59,504
-124,435
1536
$39K ﹤0.01%
1,065
1537
$37K ﹤0.01%
10,247
1538
$37K ﹤0.01%
+4
1539
$36K ﹤0.01%
22,630
+5,000
1540
$35K ﹤0.01%
18,651
1541
$29K ﹤0.01%
19,465
-124
1542
– –
0
1543
$27K ﹤0.01%
16,060
+105
1544
$27K ﹤0.01%
3,410
1545
$26K ﹤0.01%
+10,215
1546
$23K ﹤0.01%
+609
1547
$23K ﹤0.01%
+2
1548
$21K ﹤0.01%
+4,320
1549
$19K ﹤0.01%
26,048
-4,399
1550
$19K ﹤0.01%
18,444
+656
60 61
62
63 64