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
276
$14.7M 0.07%
302,174
-42,412
277
$14.6M 0.07%
189,840
+26,623
278
$14.6M 0.07%
177,262
+20,258
279
$14.6M 0.07%
105,522
+4,683
280
$14.5M 0.07%
71,276
-3,209
281
$14.5M 0.07%
184,839
-1,543
282
$14.5M 0.07%
131,973
-44,744
283
$14.5M 0.07%
47,080
+2,622
284
$14.3M 0.07%
27,946
+7,265
285
$14.3M 0.07%
89,701
-1,074
286
$14.2M 0.07%
261,013
+4,261
287
$14.2M 0.07%
583,965
+52,893
288
$14.2M 0.07%
686,008
+37,755
289
$14.2M 0.07%
517,826
+3,152
290
$14.2M 0.07%
309,857
+149,556
291
$14.1M 0.07%
222,448
-5,942
292
$14M 0.07%
272,363
+9,322
293
$14M 0.07%
494,477
+103,824
294
$13.9M 0.06%
297,935
+210,463
295
$13.9M 0.06%
169,877
+16,267
296
$13.9M 0.06%
833,913
-64,368
297
$13.8M 0.06%
62,415
+100
298
$13.7M 0.06%
631,318
+91,253
299
$13.6M 0.06%
21,011
+119
300
$13.6M 0.06%
615,668
-373,351
10 11
12
13 14