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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
1626
– –
-7,512
1627
– –
-5,783
1628
– –
-11,643
1629
– –
-10,345
1630
– –
-8,624
1631
– –
-86,100
1632
– –
-17,443
1633
– –
-3,438
1634
– –
-22,842
1635
– –
-10,442
1636
– –
-5,900
1637
– –
-4,980
1638
– –
-8,886
1639
– –
-23,917
1640
– –
-8,307
1641
– –
-1,118
1642
– –
-396
1643
– –
-3,158
1644
– –
-10,170
1645
– –
-19,398
1646
– –
-3,495
1647
– –
-3,189
1648
– –
-5,151
1649
– –
-6,062
1650
– –
-9,479
64 65
66
67 68