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
326
$11.8M 0.06%
119,761
-88,741
327
$11.8M 0.06%
351,116
+8,216
328
$11.7M 0.05%
287,225
-13,750
329
$11.6M 0.05%
430,181
-19,627
330
$11.6M 0.05%
58,126
+2,200
331
$11.6M 0.05%
213,888
+12,787
332
$11.6M 0.05%
235,010
-5,474
333
$11.5M 0.05%
79,488
+6,281
334
$11.5M 0.05%
170,186
+7,950
335
$11.5M 0.05%
542,408
+70,110
336
$11.5M 0.05%
303,391
-67,979
337
$11.4M 0.05%
102,985
+46,316
338
$11.4M 0.05%
221,251
+53,924
339
$11.4M 0.05%
119,034
-1,133
340
$11.4M 0.05%
300,073
+22,793
341
$11.3M 0.05%
55,379
+1,192
342
$11.3M 0.05%
74,407
-28,635
343
$11.2M 0.05%
75,302
+4,507
344
$11.2M 0.05%
48,749
+3,363
345
$11.2M 0.05%
107,506
+6,470
346
$11.1M 0.05%
71,042
-165
347
$11.1M 0.05%
175,925
+46,850
348
$11.1M 0.05%
116,851
+1,409
349
$11M 0.05%
157,026
-74,519
350
$11M 0.05%
139,650
+26,559
12 13
14
15 16