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
351
$10.9M 0.05%
52,589
+3,386
352
$10.9M 0.05%
123,001
+2,452
353
$10.9M 0.05%
202,095
-37,105
354
$10.9M 0.05%
323,287
+115,451
355
$10.8M 0.05%
1,023,557
-70,053
356
$10.8M 0.05%
358,287
+9,350
357
$10.7M 0.05%
61,709
-1,525
358
$10.7M 0.05%
87,689
+8,162
359
$10.7M 0.05%
106,078
-48,578
360
$10.7M 0.05%
977,728
-4,383
361
$10.7M 0.05%
759,899
-74,349
362
$10.7M 0.05%
77,859
+11,408
363
$10.7M 0.05%
142,957
-514,896
364
$10.7M 0.05%
44,305
+1,399
365
$10.6M 0.05%
24,428
+2,270
366
$10.6M 0.05%
443,744
+87,427
367
$10.5M 0.05%
405,129
+9,472
368
$10.4M 0.05%
205,976
+137,300
369
$10.4M 0.05%
128,848
+73,345
370
$10.3M 0.05%
161,493
-64,089
371
$10.3M 0.05%
295,331
+17,814
372
$10.3M 0.05%
128,785
-877
373
$10.3M 0.05%
135,922
-8,080
374
$10.2M 0.05%
308,118
+5,202
375
$10.2M 0.05%
506,140
+15,883
13 14
15
16 17