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
176
$4.73M 0.11%
46,095
+5,956
177
$4.7M 0.11%
49,706
+1,553
178
$4.67M 0.11%
114,069
+4,950
179
$4.61M 0.1%
233,328
-101,239
180
$4.6M 0.1%
181,934
+4,888
181
$4.58M 0.1%
306,814
-1,395
182
$4.57M 0.1%
97,864
-93,466
183
$4.56M 0.1%
40,876
+5,591
184
$4.55M 0.1%
254,723
+43,961
185
$4.54M 0.1%
136,526
+725
186
$4.43M 0.1%
71,294
-114,250
187
$4.43M 0.1%
179,754
-395
188
$4.32M 0.1%
319,122
+154,695
189
$4.3M 0.1%
62,074
+1,838
190
$4.3M 0.1%
458,470
+49,370
191
$4.29M 0.1%
18,321
+154
192
$4.25M 0.1%
267,390
+41,145
193
$4.24M 0.1%
228,324
-1,349
194
$4.23M 0.1%
55,821
+11,606
195
$4.17M 0.09%
411,106
+37,574
196
$4.16M 0.09%
67,628
+10,195
197
$4.15M 0.09%
34,371
-1,987
198
$4.15M 0.09%
41,163
+3,964
199
$4.13M 0.09%
140,346
-3,399
200
$4.12M 0.09%
65,472
+15,313
6 7
8
9 10