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
1526
$80K ﹤0.01%
13,370
+201
1527
$80K ﹤0.01%
11,850
1528
$79K ﹤0.01%
19,922
+1,072
1529
$76K ﹤0.01%
21,803
-4,331
1530
$74K ﹤0.01%
15,853
+35
1531
$73K ﹤0.01%
26,250
-669
1532
$73K ﹤0.01%
1
1533
$72K ﹤0.01%
14,837
-5,110
1534
$71K ﹤0.01%
11,000
1535
$66K ﹤0.01%
+4,170
1536
$66K ﹤0.01%
2,173
-241
1537
$66K ﹤0.01%
15,079
1538
$66K ﹤0.01%
13
+9
1539
$66K ﹤0.01%
+1
1540
$64K ﹤0.01%
3,176
+155
1541
$62K ﹤0.01%
10,308
-4,420
1542
$62K ﹤0.01%
12,396
+288
1543
$62K ﹤0.01%
66,464
-30,596
1544
$61K ﹤0.01%
+10,796
1545
$61K ﹤0.01%
13,100
1546
$60K ﹤0.01%
20,705
-30,970
1547
$58K ﹤0.01%
25,910
+116
1548
$57K ﹤0.01%
+13,736
1549
$56K ﹤0.01%
30,150
1550
$53K ﹤0.01%
+10,700
60 61
62
63 64