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
1601
– –
-17,075
1602
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-941
1603
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-5,681
1604
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-100,374
1605
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-9,848
1606
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-1,836
1607
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-2,723
1608
– –
-6,748
1609
– –
-7,512
1610
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-19,290
1611
– –
-5,783
1612
– –
-11,643
1613
– –
-8,737
1614
– –
-6,521
1615
– –
-10,345
1616
– –
-8,624
1617
– –
-86,100
1618
– –
-17,443
1619
– –
-5,690
1620
– –
-3,438
1621
– –
-22,842
1622
– –
-10,442
1623
– –
-3,644
1624
– –
-1,498
1625
– –
-5,999
63 64
65
66 67