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
1601
– –
-14,573
1602
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-26,405
1603
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-3,859
1604
– –
-7,659
1605
– –
-600
1606
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-7,972
1607
– –
-8,204
1608
– –
-9,529
1609
– –
-3,747
1610
– –
-4,402
1611
– –
-4,085
1612
– –
-10,205
1613
– –
-25,300
1614
– –
-9,696
1615
– –
-1,343
1616
– –
-2,040
1617
– –
-5,776
1618
– –
-274
1619
– –
-9,462
1620
– –
-12,200
1621
– –
-9,337
1622
– –
-8,162
1623
– –
-42,927
1624
– –
-11,082
1625
– –
-13,128
63 64
65
66 67