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
201
$4.12M 0.1%
91,795
+5,901
202
$4.11M 0.1%
96,299
-6,555
203
$4.1M 0.1%
60,236
+29,899
204
$4.1M 0.1%
56,302
+10,697
205
$4.09M 0.1%
82,368
+61,438
206
$4.05M 0.1%
80,329
+10,066
207
$4.04M 0.1%
57,974
+13,092
208
$4M 0.09%
40,165
-31,603
209
$4M 0.09%
59,968
-2,083
210
$3.99M 0.09%
109,119
+203
211
$3.91M 0.09%
37,495
+615
212
$3.91M 0.09%
35,285
+6,697
213
$3.88M 0.09%
143,745
-2,512
214
$3.86M 0.09%
79,113
+65,734
215
$3.77M 0.09%
+409,100
216
$3.76M 0.09%
245,512
-20,091
217
$3.76M 0.09%
75,052
+9,181
218
$3.76M 0.09%
+103,134
219
$3.75M 0.09%
87,172
-2,293
220
$3.74M 0.09%
37,199
-229,543
221
$3.74M 0.09%
272,520
-6,585
222
$3.74M 0.09%
110,840
-5,104
223
$3.7M 0.09%
43,489
+1,409
224
$3.69M 0.09%
11,809
-336
225
$3.69M 0.09%
260,574
+14,787
7 8
9
10 11