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
376
$10.1M 0.05%
219,766
+36,163
377
$10.1M 0.05%
18,050
-606
378
$10M 0.05%
83,530
-16,497
379
$10M 0.05%
179,330
-21,410
380
$10M 0.05%
138,372
+36,741
381
$9.99M 0.05%
164,836
-2,598
382
$9.95M 0.05%
127,696
+25,201
383
$9.92M 0.05%
130,707
-98
384
$9.89M 0.05%
34,884
+939
385
$9.86M 0.05%
344,777
+33,405
386
$9.86M 0.05%
220,704
-3,628
387
$9.75M 0.05%
36,208
+7,588
388
$9.73M 0.05%
88,030
-6,361
389
$9.71M 0.05%
190,833
-90,750
390
$9.69M 0.05%
128,825
+1,406
391
$9.66M 0.05%
436,692
-11,984
392
$9.65M 0.05%
114,540
-8,302
393
$9.58M 0.04%
67,575
-1,366
394
$9.57M 0.04%
148,686
-1,043
395
$9.54M 0.04%
232,456
+20,718
396
$9.51M 0.04%
273,964
+233,785
397
$9.48M 0.04%
112,844
+11,690
398
$9.47M 0.04%
21,769
+6,438
399
$9.41M 0.04%
117,105
+15,002
400
$9.37M 0.04%
46,788
+5,909
14 15
16
17 18