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
651
$4.99M 0.02%
328,637
+24,631
652
$4.98M 0.02%
107,074
+7,947
653
$4.96M 0.02%
58,213
+54,171
654
$4.95M 0.02%
122,099
+29,727
655
$4.94M 0.02%
190,205
-8,059
656
$4.93M 0.02%
133,496
-5,055
657
$4.93M 0.02%
135,416
-16,519
658
$4.92M 0.02%
139,718
-35,538
659
$4.91M 0.02%
205,224
-22,140
660
$4.91M 0.02%
357,567
-150,322
661
$4.9M 0.02%
56,019
+765
662
$4.86M 0.02%
219,373
+160,204
663
$4.86M 0.02%
70,490
-2,672
664
$4.86M 0.02%
146,940
-1,587
665
$4.85M 0.02%
96,491
-7,789
666
$4.84M 0.02%
99,177
-9,856
667
$4.83M 0.02%
160,194
+25,679
668
$4.82M 0.02%
110,276
+9,674
669
$4.8M 0.02%
59,010
-6,142
670
$4.8M 0.02%
159,826
+19,039
671
$4.8M 0.02%
91,403
+5,500
672
$4.8M 0.02%
84,940
-380
673
$4.79M 0.02%
791,903
+41,546
674
$4.78M 0.02%
62,390
-12,510
675
$4.77M 0.02%
51,687
-131
25 26
27
28 29