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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
– –
-7,972
1602
– –
-8,204
1603
– –
-9,529
1604
– –
-3,747
1605
– –
-4,402
1606
– –
-4,085
1607
– –
-10,205
1608
– –
-25,300
1609
– –
-5,776
1610
– –
-274
1611
– –
-9,462
1612
– –
-12,200
1613
– –
-9,337
1614
– –
-8,162
1615
– –
-42,927
1616
– –
-11,082
1617
– –
-13,128
1618
– –
-42,147
1619
– –
-29,083
1620
– –
-11,650
1621
– –
-1,049
1622
– –
-11,200
1623
– –
-12,868
1624
– –
-6,357
1625
– –
-2,986
63 64
65
66 67