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
526
$6.69M 0.03%
77,156
-1,630
527
$6.67M 0.03%
25,820
+859
528
$6.67M 0.03%
295,943
+16,217
529
$6.65M 0.03%
92,300
-2,819
530
$6.64M 0.03%
23,236
+1,864
531
$6.64M 0.03%
170,615
-1,508
532
$6.64M 0.03%
155,087
+124,417
533
$6.62M 0.03%
171,644
+52,096
534
$6.58M 0.03%
357,858
+10,239
535
$6.56M 0.03%
38,730
+6,078
536
$6.55M 0.03%
56,785
-2,698
537
$6.55M 0.03%
57,966
+1,256
538
$6.54M 0.03%
114,309
+403
539
$6.54M 0.03%
125,705
-67,637
540
$6.52M 0.03%
197,233
+4,996
541
$6.51M 0.03%
374,009
+67,134
542
$6.51M 0.03%
105,760
-4,451
543
$6.51M 0.03%
154,256
+5,177
544
$6.5M 0.03%
213,986
+20,147
545
$6.5M 0.03%
53,690
-1,924
546
$6.5M 0.03%
193,077
-6,625
547
$6.48M 0.03%
63,580
-20,147
548
$6.44M 0.03%
175,750
+15,100
549
$6.44M 0.03%
97,905
+771
550
$6.42M 0.03%
87,585
+1,259
20 21
22
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