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
1626
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-5,900
1627
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1628
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-8,886
1629
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-23,917
1630
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-8,307
1631
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-1,118
1632
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-396
1633
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-3,158
1634
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-19,398
1635
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-3,495
1636
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-5,151
1637
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-5,845
1638
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-4,220
1639
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-18,309
1640
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-6,062
1641
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-9,479
1642
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-20,615
1643
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-7,792
1644
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-30,280
1645
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-6,180
1646
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-7,007
1647
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-26,344
1648
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-4,845
1649
– –
-7,712
1650
– –
-8,432
64 65
66
67 68