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
601
$5.62M 0.03%
114,952
-18
602
$5.59M 0.03%
32,086
+2,670
603
$5.58M 0.03%
200,364
-9,782
604
$5.57M 0.03%
243,665
-5,414
605
$5.55M 0.03%
85,770
+1,352
606
$5.5M 0.03%
75,134
+1,587
607
$5.47M 0.03%
21,750
-1,106
608
$5.46M 0.03%
188,613
-16,864
609
$5.45M 0.03%
80,815
+11
610
$5.44M 0.03%
57,336
-292,162
611
$5.43M 0.03%
116,660
+4,194
612
$5.42M 0.03%
196,793
+132,484
613
$5.41M 0.03%
125,903
+1,921
614
$5.39M 0.03%
144,329
-18,264
615
$5.39M 0.03%
324,232
+12,177
616
$5.39M 0.03%
124,622
+47,735
617
$5.34M 0.02%
78,493
+32,051
618
$5.3M 0.02%
124,491
-24,354
619
$5.29M 0.02%
57,441
+9,635
620
$5.28M 0.02%
11,519
-291
621
$5.28M 0.02%
13,543
+104
622
$5.26M 0.02%
47,248
+466
623
$5.25M 0.02%
219,356
-78,296
624
$5.23M 0.02%
181,977
-4,805
625
$5.21M 0.02%
94,517
-9,447
23 24
25
26 27