Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 Short 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 4.41%
4 Consumer Staples 4.04%
5 Industrials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.32M 0.13%
222,588
+39,413
152
$5.3M 0.13%
78,410
-2,551
153
$5.18M 0.12%
112,696
+6,304
154
$5.17M 0.12%
89,627
+11,339
155
$5.16M 0.12%
43,072
+1
156
$5.13M 0.12%
+135,801
157
$5.07M 0.12%
100,400
+6,731
158
$5.07M 0.12%
200,868
+54,824
159
$5.01M 0.12%
98,069
+15,480
160
$4.96M 0.12%
82,009
+27,559
161
$4.95M 0.12%
139,150
+3,886
162
$4.84M 0.11%
49,020
-3,379
163
$4.77M 0.11%
21,947
+2,946
164
$4.76M 0.11%
49,457
+6,614
165
$4.72M 0.11%
218,250
+20,874
166
$4.7M 0.11%
51,263
+6,469
167
$4.69M 0.11%
48,153
-878
168
$4.68M 0.11%
77,489
-348
169
$4.66M 0.11%
112,618
+6,810
170
$4.64M 0.11%
35,950
-30,793
171
$4.61M 0.11%
163,826
+14,113
172
$4.61M 0.11%
180,149
-53,920
173
$4.61M 0.11%
308,209
+23,689
174
$4.61M 0.11%
134,332
+7,902
175
$4.59M 0.11%
98,613
-1,627
5 6
7
8 9