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

Top Buys

1
+$86.8M
2
+$49.2M
3
+$30.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$28.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$27.7M

Top Sells

1
+$26.4M
2
+$23.1M
3
+$19.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.2M

Sector Composition

1 Financials 4.85%
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
1651
– –
-5,592
1652
– –
-15,046
1653
– –
-10,925
1654
– –
-6,602
1655
– –
-6,522
1656
– –
-13,557
1657
– –
-10,428
1658
– –
-10,262
1659
– –
-10,296
1660
– –
-3
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