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
1
$192M 4.34%
1,018,904
-28,800
2
$134M 3.02%
2,978,992
+292,105
3
$102M 2.3%
491,928
-53,936
4
$88.5M 2%
3,247,896
+210,692
5
$72.1M 1.63%
870,936
-63,603
6
$65.4M 1.48%
1,891,585
+130,753
7
$64.5M 1.46%
1,182,038
+112,185
8
$59M 1.33%
731,538
+54,326
9
$57.4M 1.3%
279,253
-104,401
10
$52.3M 1.18%
1,191,613
+594,546
11
$52M 1.17%
621,602
+3,070
12
$46.6M 1.05%
1,700,656
+1,175,784
13
$45.9M 1.04%
1,278,808
+8,395
14
$43.5M 0.98%
415,134
-153,618
15
$42.9M 0.97%
281,395
-517
16
$42M 0.95%
507,792
+4,561
17
$36.8M 0.83%
942,419
+313,047
18
$36.1M 0.82%
326,981
+67,183
19
$35M 0.79%
1,181,681
+47,641
20
$33.2M 0.75%
300,370
+61,607
21
$33.1M 0.75%
669,757
-209,409
22
$32.9M 0.74%
231,826
+5,975
23
$31.3M 0.71%
286,514
-79,077
24
$31.1M 0.7%
359,939
+67,086
25
$30M 0.68%
277,293
+7,674
1
2 3 4 5