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
1551
$53K ﹤0.01%
10,076
1552
$53K ﹤0.01%
13,162
-6,819
1553
$53K ﹤0.01%
1,617
+250
1554
$50K ﹤0.01%
20,453
+19
1555
$45K ﹤0.01%
10,000
1556
$45K ﹤0.01%
10,000
1557
$44K ﹤0.01%
162
+15
1558
$43K ﹤0.01%
+13,100
1559
$43K ﹤0.01%
358
1560
$40K ﹤0.01%
10,247
1561
$39K ﹤0.01%
107,804
-2,584
1562
$37K ﹤0.01%
16,085
+25
1563
$37K ﹤0.01%
1,065
1564
$37K ﹤0.01%
58,889
-6,300
1565
$36K ﹤0.01%
1,800
+1,000
1566
$33K ﹤0.01%
18,651
1567
$33K ﹤0.01%
59,030
-474
1568
$32K ﹤0.01%
560
1569
$32K ﹤0.01%
24,609
-1,439
1570
$30K ﹤0.01%
+807
1571
$30K ﹤0.01%
2,936
+208
1572
$29K ﹤0.01%
57,826
+47,611
1573
$29K ﹤0.01%
4,320
1574
$29K ﹤0.01%
3,410
1575
– –
0
61 62
63
64 65