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
501
$7.07M 0.03%
42,966
-609
502
$7.05M 0.03%
79,046
-53,169
503
$7.04M 0.03%
295,444
+32,475
504
$7.03M 0.03%
84,987
+2,110
505
$6.99M 0.03%
115,425
+3,540
506
$6.99M 0.03%
211,314
+3,463
507
$6.98M 0.03%
18,068
+2,468
508
$6.96M 0.03%
229,845
-6,140
509
$6.94M 0.03%
139,360
+32,323
510
$6.92M 0.03%
165,017
+9,594
511
$6.9M 0.03%
120,704
+1,544
512
$6.87M 0.03%
66,779
-2,762
513
$6.85M 0.03%
184,219
+9,039
514
$6.83M 0.03%
128,805
-131,699
515
$6.83M 0.03%
145,492
+22,022
516
$6.82M 0.03%
430,163
+8,683
517
$6.8M 0.03%
511,603
+24,853
518
$6.79M 0.03%
273,729
-12,871
519
$6.76M 0.03%
368,160
+1,530
520
$6.75M 0.03%
257,605
-37,078
521
$6.75M 0.03%
198,474
+8,641
522
$6.74M 0.03%
87,829
-340
523
$6.73M 0.03%
390,548
-5,124
524
$6.72M 0.03%
379,649
+52,598
525
$6.71M 0.03%
148,163
+19,939
19 20
21
22 23