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
1601
– –
-9,848
1602
– –
-1,836
1603
– –
-2,723
1604
– –
-6,748
1605
– –
-7,512
1606
– –
-19,290
1607
– –
-5,783
1608
– –
-11,643
1609
– –
-8,737
1610
– –
-6,521
1611
– –
-10,345
1612
– –
-8,624
1613
– –
-86,100
1614
– –
-17,443
1615
– –
-5,690
1616
– –
-3,438
1617
– –
-22,842
1618
– –
-10,442
1619
– –
-3,644
1620
– –
-1,498
1621
– –
-5,999
1622
– –
-5,900
1623
– –
-4,980
1624
– –
-8,886
1625
– –
-23,917
63 64
65
66 67