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
551
$6.4M 0.03%
69,828
-590
552
$6.36M 0.03%
112,419
+1,524
553
$6.33M 0.03%
155,694
-64
554
$6.31M 0.03%
153,328
-16,777
555
$6.3M 0.03%
24,319
+5,888
556
$6.3M 0.03%
94,245
+389
557
$6.28M 0.03%
32,036
+4,738
558
$6.28M 0.03%
65,786
-5,054
559
$6.27M 0.03%
43,416
-2,063
560
$6.25M 0.03%
131,851
+47,115
561
$6.24M 0.03%
47,604
-1,918
562
$6.24M 0.03%
183,635
-10,785
563
$6.23M 0.03%
179,498
-5,362
564
$6.18M 0.03%
183,480
-3,725
565
$6.18M 0.03%
213,767
+4,468
566
$6.17M 0.03%
109,974
+9,929
567
$6.16M 0.03%
96,726
+5,820
568
$6.16M 0.03%
68,469
+4,566
569
$6.13M 0.03%
84,746
+13,191
570
$6.13M 0.03%
201,081
-2,473
571
$6.12M 0.03%
+139,542
572
$6.11M 0.03%
139,418
+5,557
573
$6.1M 0.03%
64,978
+13,140
574
$6.06M 0.03%
95,253
+4,626
575
$6.04M 0.03%
103,022
+13,648
21 22
23
24 25