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
426
$8.7M 0.04%
51,144
+9,833
427
$8.66M 0.04%
136,559
+32,078
428
$8.61M 0.04%
86,016
-3,901
429
$8.59M 0.04%
47,751
+12,510
430
$8.59M 0.04%
244,881
-12,481
431
$8.58M 0.04%
44,058
-8,408
432
$8.51M 0.04%
37,064
+7,395
433
$8.48M 0.04%
171,730
+1,620
434
$8.41M 0.04%
322,148
-734
435
$8.36M 0.04%
143,363
+28,243
436
$8.33M 0.04%
10,126
+5,832
437
$8.33M 0.04%
106,611
-1,629
438
$8.32M 0.04%
3,277
+1,299
439
$8.32M 0.04%
179,371
-37,257
440
$8.3M 0.04%
390,340
+7,803
441
$8.23M 0.04%
41,014
+9,878
442
$8.22M 0.04%
66,950
-12,875
443
$8.21M 0.04%
164,000
+52,164
444
$8.19M 0.04%
66,608
-4,893
445
$8.15M 0.04%
261,695
-69,444
446
$8.03M 0.04%
13,634
+2,833
447
$8.02M 0.04%
76,509
+37,960
448
$7.98M 0.04%
27,295
+3,589
449
$7.96M 0.04%
207,766
+3,859
450
$7.88M 0.04%
27,545
-283
16 17
18
19 20