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
751
$4.13M 0.02%
103,823
+1,712
752
$4.13M 0.02%
118,783
+6,550
753
$4.12M 0.02%
102,133
+27,580
754
$4.11M 0.02%
124,748
-8,730
755
$4.11M 0.02%
10,650
+669
756
$4.1M 0.02%
124,089
-5,282
757
$4.1M 0.02%
54,585
-377
758
$4.1M 0.02%
103,095
-5,942
759
$4.08M 0.02%
389,529
-6,090
760
$4.07M 0.02%
152,590
+11,738
761
$4.07M 0.02%
80,185
-594
762
$4.07M 0.02%
15,436
+599
763
$4.06M 0.02%
32,118
+2,020
764
$4.06M 0.02%
24,464
-4,504
765
$4.06M 0.02%
373,630
-242,376
766
$4.05M 0.02%
105,738
+23,899
767
$4.05M 0.02%
132,001
+31,784
768
$4.04M 0.02%
20,741
-7,840
769
$4.04M 0.02%
44,493
-139,796
770
$4.03M 0.02%
137,600
-68,883
771
$4.01M 0.02%
110,857
+4,143
772
$4M 0.02%
57,282
-4,213
773
$3.99M 0.02%
31,939
+1,864
774
$3.98M 0.02%
165,924
+37,652
775
$3.97M 0.02%
125,563
-11,877
29 30
31
32 33