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
726
$4.3M 0.02%
413,221
+9,491
727
$4.3M 0.02%
86,146
-4,145
728
$4.29M 0.02%
29,902
+5,021
729
$4.27M 0.02%
154,816
+22,056
730
$4.26M 0.02%
26,090
-1,155
731
$4.26M 0.02%
175,728
+19,086
732
$4.25M 0.02%
21,609
-226
733
$4.24M 0.02%
20,716
+228
734
$4.24M 0.02%
39,207
+79
735
$4.21M 0.02%
154,296
-5,552
736
$4.21M 0.02%
64,276
-4,323
737
$4.21M 0.02%
28,249
-948
738
$4.2M 0.02%
15,442
+225
739
$4.2M 0.02%
119,411
-3,752
740
$4.2M 0.02%
165,321
-19,547
741
$4.2M 0.02%
475,621
-8,047
742
$4.2M 0.02%
120,830
-8,261
743
$4.19M 0.02%
174,670
-41,068
744
$4.18M 0.02%
547,826
-47,025
745
$4.18M 0.02%
+168,620
746
$4.17M 0.02%
128,824
-6,687
747
$4.16M 0.02%
85,561
-9,359
748
$4.15M 0.02%
4,780
+4,212
749
$4.15M 0.02%
30,625
-37,303
750
$4.14M 0.02%
125,832
-47,023
28 29
30
31 32