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
251
$16.1M 0.08%
105,847
+6,418
252
$16.1M 0.08%
437,078
+56,071
253
$16M 0.07%
182,429
-46,217
254
$15.9M 0.07%
30
-2
255
$15.9M 0.07%
1,136,221
+4,977
256
$15.9M 0.07%
318,582
-49,878
257
$15.8M 0.07%
104,038
-101,410
258
$15.8M 0.07%
160,342
-126,747
259
$15.5M 0.07%
329,110
-127,167
260
$15.5M 0.07%
686,907
+63,789
261
$15.5M 0.07%
58,362
-606
262
$15.5M 0.07%
910,260
+53,942
263
$15.4M 0.07%
209,580
+99,777
264
$15.4M 0.07%
792,143
+18,695
265
$15.4M 0.07%
174,327
+15,061
266
$15.4M 0.07%
322,355
-67,565
267
$15.2M 0.07%
393,753
+13,492
268
$15.2M 0.07%
202,220
+64,569
269
$15.1M 0.07%
340,942
+37,787
270
$15.1M 0.07%
142,452
-6,768
271
$15M 0.07%
708,486
+10,205
272
$14.8M 0.07%
116,892
+41,166
273
$14.8M 0.07%
585,858
-74,184
274
$14.8M 0.07%
549,406
-31,451
275
$14.7M 0.07%
683,082
-111,998
9 10
11
12 13