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
701
$4.54M 0.02%
13,059
+21
702
$4.53M 0.02%
106,346
-2,179
703
$4.53M 0.02%
168,101
-51,676
704
$4.53M 0.02%
41,580
-1,503
705
$4.53M 0.02%
265,440
+17,094
706
$4.53M 0.02%
19,130
+3,574
707
$4.51M 0.02%
91,344
+60,840
708
$4.5M 0.02%
146,749
-10,131
709
$4.48M 0.02%
125,265
+2,702
710
$4.48M 0.02%
342,784
+45,018
711
$4.47M 0.02%
9,196
+2,124
712
$4.47M 0.02%
137,058
+11,854
713
$4.43M 0.02%
74,259
-217
714
$4.43M 0.02%
126,893
+35,815
715
$4.42M 0.02%
87,997
-2,435
716
$4.41M 0.02%
56,484
+33,872
717
$4.41M 0.02%
46,472
+37,759
718
$4.4M 0.02%
164,376
-4,126
719
$4.36M 0.02%
134,671
-17,252
720
$4.35M 0.02%
118,225
+8,045
721
$4.34M 0.02%
147,443
-1,871
722
$4.34M 0.02%
289,634
+237,670
723
$4.34M 0.02%
86,664
+31,532
724
$4.31M 0.02%
535,964
-4,765
725
$4.3M 0.02%
29,360
-2,598
27 28
29
30 31