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
676
$4.75M 0.02%
107,682
-4,492
677
$4.75M 0.02%
117,131
+18,630
678
$4.74M 0.02%
63,315
+11,592
679
$4.74M 0.02%
179,057
+63,829
680
$4.73M 0.02%
+173,452
681
$4.71M 0.02%
164,465
-426
682
$4.71M 0.02%
1,065,643
-18,754
683
$4.71M 0.02%
154,780
+29,926
684
$4.71M 0.02%
138,647
-13,502
685
$4.7M 0.02%
96,950
+1,209
686
$4.69M 0.02%
21,011
+3,652
687
$4.68M 0.02%
43,583
+5,851
688
$4.67M 0.02%
75,205
+10,840
689
$4.66M 0.02%
49,768
-170,053
690
$4.64M 0.02%
78,836
-1,970
691
$4.64M 0.02%
194,415
+81,151
692
$4.63M 0.02%
119,062
+24,128
693
$4.62M 0.02%
69,967
-14,126
694
$4.61M 0.02%
91,498
+17,878
695
$4.6M 0.02%
62,847
-97
696
$4.6M 0.02%
49,964
-13,110
697
$4.58M 0.02%
72,792
+21,613
698
$4.58M 0.02%
42,961
+37,639
699
$4.57M 0.02%
81,804
+8,286
700
$4.56M 0.02%
36,831
+4,909
26 27
28
29 30