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
$4.42B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,701
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.1M
3
+$22.7M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15.9M
5
GLD icon
SPDR Gold Trust
GLD
+$15M

Top Sells

1
+$21.5M
2
+$16.1M
3
+$11.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$10.7M

Sector Composition

1 Financials 4.62%
2 Technology 4.53%
3 Healthcare 4.42%
4 Consumer Staples 4.24%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.53M 0.13%
137,330
-4,474
152
$5.51M 0.12%
51,623
+2,603
153
$5.5M 0.12%
149,574
+79,812
154
$5.46M 0.12%
240,349
-11,634
155
$5.22M 0.12%
203,430
-25,518
156
$5.21M 0.12%
142,018
+2,868
157
$5.21M 0.12%
54,779
+3,516
158
$5.17M 0.12%
82,107
+4,618
159
$5.15M 0.12%
67,191
-2,801
160
$5.1M 0.12%
23,029
+1,082
161
$5.09M 0.12%
121,682
+1,023
162
$5.06M 0.11%
113,979
-240,116
163
$5.04M 0.11%
196,580
+111,779
164
$5.01M 0.11%
57,910
+3,076
165
$4.98M 0.11%
69,138
-1,861
166
$4.97M 0.11%
107,822
-4,874
167
$4.96M 0.11%
134,784
+452
168
$4.94M 0.11%
601,770
+44,064
169
$4.94M 0.11%
60,003
-2,611
170
$4.92M 0.11%
214,602
-3,648
171
$4.92M 0.11%
223,497
-24,789
172
$4.91M 0.11%
89,994
+16,384
173
$4.84M 0.11%
356,808
+170,112
174
$4.76M 0.11%
160,213
-3,613
175
$4.74M 0.11%
60,311
+4,009
5 6
7
8 9