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
$4.22B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,669
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$48.8M
3
+$29.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28.1M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$27.7M

Top Sells

1
+$26.3M
2
+$23.1M
3
+$19.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.73M

Sector Composition

1 Financials 4.83%
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
1626
– –
-29,083
1627
– –
-11,027
1628
– –
-11,650
1629
– –
-1,049
1630
– –
-11,200
1631
– –
-12,868
1632
– –
-7,497
1633
– –
-6,357
1634
– –
-2,986
1635
– –
-2,855
1636
– –
-21,736
1637
– –
-1,378
1638
– –
-19,063
1639
– –
-69,060
1640
– –
-10,035
1641
– –
-4,828
1642
– –
-126,737
1643
– –
-10,966
1644
– –
-2,028
1645
– –
-1,614
1646
– –
-12,350
1647
– –
-6,858
1648
– –
-7,875
1649
– –
-36,012
1650
– –
-42,443
63 64 65
66
67