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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
$4.42B
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
1601
– –
-6,521
1602
– –
-5,690
1603
– –
-3,644
1604
– –
-1,498
1605
– –
-5,999
1606
– –
-5,845
1607
– –
-4,220
1608
– –
-18,309
1609
– –
-6,180
1610
– –
-7,007
1611
– –
-26,344
1612
– –
-4,845
1613
– –
-7,438
1614
– –
-3,232
1615
– –
-8,048
1616
– –
-3,917
1617
– –
-5,116
1618
– –
-5,362
1619
– –
-4,029
1620
– –
-17,075
1621
– –
-10,143
1622
– –
-941
1623
– –
-5,681
1624
– –
-100,374
1625
– –
-9,848
63 64
65
66 67