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
576
$6.02M 0.03%
71,229
+17,962
577
$6M 0.03%
134,093
+9,392
578
$5.99M 0.03%
249,453
-2,608
579
$5.98M 0.03%
38,953
+23,519
580
$5.98M 0.03%
472,122
+41,722
581
$5.95M 0.03%
86,922
-2,878
582
$5.93M 0.03%
198,450
+67,833
583
$5.91M 0.03%
313,999
+1,282
584
$5.89M 0.03%
24,017
-2,653
585
$5.88M 0.03%
509,340
-31,110
586
$5.87M 0.03%
147,839
+14,138
587
$5.85M 0.03%
118,430
+3,765
588
$5.85M 0.03%
121,630
+6,589
589
$5.84M 0.03%
287,264
-42,471
590
$5.82M 0.03%
261,815
+17,188
591
$5.82M 0.03%
114,137
+87,188
592
$5.82M 0.03%
286,982
+26,866
593
$5.81M 0.03%
160,159
+8,327
594
$5.76M 0.03%
191,824
-52,231
595
$5.74M 0.03%
92,770
+6,058
596
$5.73M 0.03%
30,646
+14,241
597
$5.73M 0.03%
139,895
+460
598
$5.73M 0.03%
39,629
+6,172
599
$5.7M 0.03%
54,620
-74,424
600
$5.63M 0.03%
77,129
-34,096
22 23
24
25 26