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
401
$9.36M 0.04%
435,588
-95,562
402
$9.31M 0.04%
66,839
-2,892
403
$9.31M 0.04%
538,650
+7,505
404
$9.3M 0.04%
187,184
-206,253
405
$9.29M 0.04%
99,641
-2,359
406
$9.26M 0.04%
558,537
-6,849
407
$9.21M 0.04%
264,801
+42,179
408
$9.13M 0.04%
249,012
-21,612
409
$9.12M 0.04%
183,102
-43,822
410
$9.09M 0.04%
112,132
+17,072
411
$9.09M 0.04%
231,813
-55,148
412
$9.08M 0.04%
133,412
-7,205
413
$9.06M 0.04%
88,548
+1,391
414
$9.05M 0.04%
950,955
+10,866
415
$9.01M 0.04%
129,869
+1,136
416
$9.01M 0.04%
111,717
+21,390
417
$8.95M 0.04%
210,922
+38,959
418
$8.9M 0.04%
170,749
+9,079
419
$8.86M 0.04%
91,761
+2,745
420
$8.85M 0.04%
78,909
+3,852
421
$8.78M 0.04%
19,955
-15,596
422
$8.78M 0.04%
131,550
+7,753
423
$8.77M 0.04%
44,553
+1,053
424
$8.74M 0.04%
108,534
-17,985
425
$8.71M 0.04%
181,157
+3,974
15 16
17
18 19