Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$86.8M
2
+$49.2M
3
+$30.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$28.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$27.7M

Top Sells

1
+$26.4M
2
+$23.1M
3
+$19.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.2M

Sector Composition

1 Financials 4.85%
2 Healthcare 4.75%
3 Technology 4.4%
4 Consumer Staples 4.04%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$17K ﹤0.01%
+800
1552
$14K ﹤0.01%
1,118
-89
1553
$14K ﹤0.01%
560
+160
1554
$12K ﹤0.01%
10,250
1555
$12K ﹤0.01%
46,250
+2,500
1556
$12K ﹤0.01%
71
+46
1557
$12K ﹤0.01%
31,200
-3,000
1558
$10K ﹤0.01%
+68
1559
$10K ﹤0.01%
13,322
-1,100
1560
$9K ﹤0.01%
11,875
-2,500
1561
$7K ﹤0.01%
8,022
1562
$6K ﹤0.01%
20
1563
– –
0
1564
$6K ﹤0.01%
16,264
1565
$6K ﹤0.01%
30,010
+5,125
1566
$2K ﹤0.01%
413
1567
$2K ﹤0.01%
15
1568
$1K ﹤0.01%
12,047
-6,642
1569
– –
-6,602
1570
– –
-21,918
1571
– –
-10,260
1572
– –
-60,747
1573
– –
-8,595
1574
– –
-6,255
1575
– –
-5,592
61 62
63
64 65