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
301
$13.3M 0.06%
62,359
+3,648
302
$13.3M 0.06%
83,116
+1,516
303
$13.2M 0.06%
203,148
+12,199
304
$13M 0.06%
4,207
+234
305
$13M 0.06%
174,623
-2,604
306
$12.9M 0.06%
539,221
-18,276
307
$12.9M 0.06%
141,953
+28,091
308
$12.7M 0.06%
217,041
+11,030
309
$12.7M 0.06%
183,379
-7,125
310
$12.7M 0.06%
104,842
+600
311
$12.4M 0.06%
98,069
+20,753
312
$12.4M 0.06%
524,882
+136,659
313
$12.4M 0.06%
389,843
+171,278
314
$12.4M 0.06%
174,313
-19,015
315
$12.2M 0.06%
450,631
+428,845
316
$12.1M 0.06%
37,286
-2,213
317
$12.1M 0.06%
138,747
+5,717
318
$12M 0.06%
227,283
-31,232
319
$12M 0.06%
131,465
-36,004
320
$12M 0.06%
1,055,518
-31,744
321
$12M 0.06%
46,895
-457
322
$12M 0.06%
587,951
-68,830
323
$11.9M 0.06%
78,563
-12,962
324
$11.9M 0.06%
575,008
+9,732
325
$11.9M 0.06%
54,048
+1,923
11 12
13
14 15