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
$4.22B
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 Short 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 4.41%
4 Consumer Staples 4.04%
5 Industrials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$196M 4.64%
1,047,704
+261,191
2
$121M 2.87%
2,686,887
+538,131
3
$112M 2.65%
545,864
+58,182
4
$79.9M 1.89%
+3,037,204
5
$78.2M 1.85%
383,654
+137,633
6
$75.5M 1.79%
934,539
+56,094
7
$59.3M 1.4%
568,752
+210,313
8
$57.6M 1.36%
1,760,832
+307,996
9
$56.6M 1.34%
1,069,853
+116,770
10
$53.9M 1.28%
677,212
+57,109
11
$48.2M 1.14%
618,532
-441
12
$46.6M 1.1%
1,270,413
-50,339
13
$42.7M 1.01%
879,166
+246,950
14
$42.2M 1%
503,231
+49,971
15
$42.1M 1%
281,912
+1,108
16
$40.9M 0.97%
365,591
+121,464
17
$30.5M 0.72%
705,883
+54,892
18
$29.8M 0.71%
+225,851
19
$29.5M 0.7%
1,134,040
+42,045
20
$28.6M 0.68%
259,798
+250,998
21
$28.6M 0.68%
1,218,369
+164,632
22
$27.7M 0.66%
269,619
+20,359
23
$26.9M 0.64%
238,763
+14,681
24
$26.8M 0.63%
456,525
+58,204
25
$26.7M 0.63%
268,674
+15,138
1
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