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
51
$69.7M 0.33%
963,322
-5,109
52
$69.2M 0.32%
122,431
+3,620
53
$66.2M 0.31%
131,333
+6,777
54
$65.2M 0.3%
1,307,685
+54,230
55
$64M 0.3%
485,976
+41,812
56
$63.9M 0.3%
211,590
-8,613
57
$62.5M 0.29%
662,697
-54,381
58
$62.4M 0.29%
689,876
+194,827
59
$61M 0.29%
948,688
-91,713
60
$61M 0.28%
292,864
+19,772
61
$58.4M 0.27%
770,671
+277,298
62
$58.4M 0.27%
1,095,771
-23,061
63
$57.3M 0.27%
303,222
-3,763
64
$55.6M 0.26%
328,096
+48,818
65
$55.4M 0.26%
809,777
+64,180
66
$55.1M 0.26%
1,259,560
-2,088
67
$53.9M 0.25%
2,058,524
-21,806
68
$53.1M 0.25%
2,167,215
+123,359
69
$53M 0.25%
374,411
+12,571
70
$52.7M 0.25%
1,344,927
-74,394
71
$52.5M 0.24%
3,110,916
-94,617
72
$51.6M 0.24%
1,025,273
+198,473
73
$51.3M 0.24%
1,174,134
+62,736
74
$51.2M 0.24%
1,117,439
+80,275
75
$50.7M 0.24%
394,007
-31,005
1 2
3
4 5