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
$4.42B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,701
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$24.7M
3
+$22.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15.7M
5
GLD icon
SPDR Gold Trust
GLD
+$14.4M

Top Sells

1
+$20.4M
2
+$15.2M
3
+$10.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.6M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$10.3M

Sector Composition

1 Financials 4.64%
2 Technology 4.52%
3 Healthcare 4.42%
4 Consumer Staples 4.24%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$22K ﹤0.01%
16,065
-3,400
1577
$21K ﹤0.01%
22,630
1578
$21K ﹤0.01%
59,544
+4,520
1579
$18K ﹤0.01%
7,722
-300
1580
$17K ﹤0.01%
569
-40
1581
$17K ﹤0.01%
+424
1582
– –
0
1583
$16K ﹤0.01%
20,628
+2,184
1584
$15K ﹤0.01%
31,200
1585
$13K ﹤0.01%
10,250
1586
$13K ﹤0.01%
130
+62
1587
$12K ﹤0.01%
2
1588
$11K ﹤0.01%
71
1589
$10K ﹤0.01%
43,450
-2,800
1590
$7K ﹤0.01%
13,322
1591
$6K ﹤0.01%
20
1592
$6K ﹤0.01%
11,875
1593
$6K ﹤0.01%
16,264
1594
$3K ﹤0.01%
+1,083
1595
– –
-3,917
1596
– –
-8,171
1597
– –
-10,170
1598
– –
-3,189
1599
– –
-10,143
1600
– –
-2,253
62 63
64
65 66