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
626
$5.21M 0.02%
100,948
-2,086
627
$5.2M 0.02%
208,525
+84,767
628
$5.2M 0.02%
94,209
-798
629
$5.18M 0.02%
213,383
+10,638
630
$5.17M 0.02%
23,075
-20,230
631
$5.16M 0.02%
148,230
-21,954
632
$5.16M 0.02%
244,848
+76,437
633
$5.13M 0.02%
244,651
+102,526
634
$5.13M 0.02%
82,599
+2,585
635
$5.1M 0.02%
96,365
+51,411
636
$5.09M 0.02%
68,115
+2,850
637
$5.09M 0.02%
101,623
+5,347
638
$5.08M 0.02%
134,371
+10,006
639
$5.06M 0.02%
65,941
+5,608
640
$5.04M 0.02%
131,543
-3,947
641
$5.04M 0.02%
67,508
-1,264
642
$5.03M 0.02%
268,060
+30,422
643
$5.02M 0.02%
343,550
-276,350
644
$5.02M 0.02%
105,853
-605
645
$5.02M 0.02%
46,787
-269
646
$5.01M 0.02%
245,316
+64,850
647
$5M 0.02%
66,914
-1,864
648
$5M 0.02%
604,865
+39,230
649
$5M 0.02%
360,740
+2,909
650
$4.99M 0.02%
68,477
+11,139
24 25
26
27 28