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
$21.4B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,307
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$53.7M
3
+$32.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$31.7M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$27.8M

Top Sells

1
+$46.3M
2
+$38.4M
3
+$27.7M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$23.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.4M

Sector Composition

1 Technology 10.11%
2 Financials 4.79%
3 Consumer Discretionary 4.07%
4 Healthcare 3.88%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.9M 0.09%
304,005
-2,433
227
$18.9M 0.09%
363,505
+5,142
228
$18.9M 0.09%
380,947
+149,902
229
$18.9M 0.09%
120,947
+3,245
230
$18.8M 0.09%
1,119,326
-19,584
231
$18.6M 0.09%
464,769
+55,492
232
$18.5M 0.09%
315,918
+15,202
233
$18.3M 0.09%
333,493
-5,163
234
$18.3M 0.09%
471,495
+17,165
235
$18.2M 0.09%
122,485
+29,256
236
$18.2M 0.08%
761,777
-31,877
237
$18.1M 0.08%
539,674
-186,127
238
$17.9M 0.08%
797,796
+310,242
239
$17.8M 0.08%
234,007
-10,831
240
$17.7M 0.08%
260,005
+69,840
241
$17.5M 0.08%
640,870
+13,063
242
$17.5M 0.08%
364,784
-4,812
243
$17.4M 0.08%
345,624
+20,450
244
$17.3M 0.08%
187,309
-13,129
245
$17.2M 0.08%
219,934
-19,524
246
$17M 0.08%
337,294
+46,333
247
$16.9M 0.08%
101,082
+18,051
248
$16.8M 0.08%
411,819
-8,671
249
$16.6M 0.08%
428,269
-25,853
250
$16.5M 0.08%
536,538
-8,826
8 9
10
11 12