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
201
$4.11M 0.09%
48,826
+5,337
202
$4.11M 0.09%
89,214
+6,708
203
$4.1M 0.09%
58,099
+10,329
204
$4.08M 0.09%
11,995
-496
205
$4.07M 0.09%
77,182
-57,180
206
$3.98M 0.09%
74,988
-25,412
207
$3.98M 0.09%
14,847
+3,038
208
$3.97M 0.09%
97,781
+1,482
209
$3.96M 0.09%
103,406
-1,997
210
$3.95M 0.09%
77,882
-2,447
211
$3.94M 0.09%
211,208
+59,607
212
$3.84M 0.09%
44,193
+5,100
213
$3.84M 0.09%
28,948
-1,254
214
$3.83M 0.09%
95,499
+3,704
215
$3.82M 0.09%
30,334
+1,325
216
$3.82M 0.09%
49,071
-39,598
217
$3.81M 0.09%
60,227
-1,956
218
$3.81M 0.09%
68,285
-13,724
219
$3.76M 0.08%
237,080
-55,041
220
$3.72M 0.08%
74,285
-23,784
221
$3.69M 0.08%
36,840
-6,232
222
$3.65M 0.08%
45,919
-558
223
$3.63M 0.08%
118,784
+4,170
224
$3.59M 0.08%
64,238
-858
225
$3.58M 0.08%
493,136
-18,190
7 8
9
10 11