Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
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 0-1 Year 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 4.4%
4 Consumer Staples 4.04%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.56M 0.11%
557,706
+29,586
177
$4.55M 0.11%
+62,614
178
$4.54M 0.11%
465,501
-15,572
179
$4.5M 0.11%
69,992
-865
180
$4.49M 0.11%
54,834
+199
181
$4.43M 0.11%
73,610
+4,712
182
$4.43M 0.1%
171,441
-111,330
183
$4.41M 0.1%
105,403
+8,335
184
$4.41M 0.1%
39,093
+6,213
185
$4.4M 0.1%
50,347
+2,103
186
$4.37M 0.1%
36,358
-352
187
$4.37M 0.1%
126,656
+52,773
188
$4.37M 0.1%
177,046
-6,098
189
$4.36M 0.1%
82,244
+15,191
190
$4.36M 0.1%
80,094
+41,265
191
$4.35M 0.1%
18,167
-28
192
$4.34M 0.1%
51,666
+4,974
193
$4.32M 0.1%
35,207
+14,517
194
$4.32M 0.1%
292,121
-24,883
195
$4.25M 0.1%
12,491
+536
196
$4.21M 0.1%
229,673
+275
197
$4.21M 0.1%
30,202
+2,204
198
$4.17M 0.1%
95,932
+3,673
199
$4.16M 0.1%
60,578
+1,270
200
$4.14M 0.1%
62,183
-3,234
6 7
8
9 10