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
451
$7.84M 0.04%
180,726
+15,277
452
$7.84M 0.04%
199,740
+113,841
453
$7.82M 0.04%
44,680
-345
454
$7.82M 0.04%
255,555
+51,815
455
$7.82M 0.04%
120,647
-8,013
456
$7.8M 0.04%
1,029,557
+7,816
457
$7.8M 0.04%
273,095
+117,154
458
$7.79M 0.04%
131,061
+14,267
459
$7.79M 0.04%
80,133
-30,436
460
$7.78M 0.04%
20,895
-10
461
$7.75M 0.04%
209,454
-23,624
462
$7.74M 0.04%
123,450
-2,110
463
$7.74M 0.04%
96,046
-3,837
464
$7.72M 0.04%
353,034
+108,335
465
$7.71M 0.04%
610,693
+62,305
466
$7.65M 0.04%
166,276
+33,912
467
$7.64M 0.04%
380,416
-6,176
468
$7.62M 0.04%
38,751
-360
469
$7.59M 0.04%
203,586
-14,393
470
$7.59M 0.04%
33,204
+1,501
471
$7.58M 0.04%
27,930
+528
472
$7.55M 0.04%
169,243
+6,483
473
$7.55M 0.04%
105,664
-38,964
474
$7.55M 0.04%
206,224
+9,397
475
$7.53M 0.04%
45,202
+28,802
17 18
19
20 21