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
476
$7.5M 0.04%
185,217
+95,487
477
$7.5M 0.04%
392,281
+641
478
$7.46M 0.03%
82,923
+7,802
479
$7.44M 0.03%
218,498
-22,827
480
$7.43M 0.03%
239,273
+150,830
481
$7.42M 0.03%
66,239
+19,234
482
$7.42M 0.03%
263,494
+7,414
483
$7.41M 0.03%
5,847
+3,038
484
$7.39M 0.03%
80,261
+10,973
485
$7.33M 0.03%
85,719
-2,503
486
$7.31M 0.03%
284,433
+80,423
487
$7.31M 0.03%
97,134
-7,156
488
$7.29M 0.03%
125,099
+31,303
489
$7.29M 0.03%
126,862
+91,498
490
$7.28M 0.03%
176,362
+85,557
491
$7.24M 0.03%
276,951
+23,852
492
$7.24M 0.03%
47,369
-362
493
$7.23M 0.03%
66,317
+29,273
494
$7.23M 0.03%
229,005
+101,757
495
$7.23M 0.03%
218,538
-133,044
496
$7.21M 0.03%
68,136
+17,722
497
$7.15M 0.03%
94,573
-2,783
498
$7.14M 0.03%
105,490
+10,103
499
$7.12M 0.03%
16,024
-2,781
500
$7.07M 0.03%
120,493
-36,273
18 19
20
21 22