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
776
$3.97M 0.02%
51,541
-1,350
777
$3.96M 0.02%
495,839
+250,854
778
$3.96M 0.02%
668,840
+30,124
779
$3.95M 0.02%
146,103
-3,865
780
$3.95M 0.02%
18,382
+224
781
$3.95M 0.02%
81,192
-8,085
782
$3.95M 0.02%
62,626
-18
783
$3.93M 0.02%
124,644
+5,684
784
$3.93M 0.02%
118,701
+66,752
785
$3.9M 0.02%
72,103
+8,263
786
$3.9M 0.02%
97,198
+2,800
787
$3.89M 0.02%
147,315
-24,529
788
$3.88M 0.02%
+87,033
789
$3.88M 0.02%
185,706
-213,115
790
$3.86M 0.02%
105,672
-36,836
791
$3.84M 0.02%
213,237
+2,636
792
$3.83M 0.02%
131,696
-11,793
793
$3.82M 0.02%
134,393
+44,010
794
$3.81M 0.02%
139,146
-6,726
795
$3.81M 0.02%
140,704
-2,632
796
$3.81M 0.02%
35,845
-4,840
797
$3.79M 0.02%
79,005
-3,475
798
$3.77M 0.02%
137,730
+92,590
799
$3.77M 0.02%
24,345
-17,629
800
$3.77M 0.02%
104,358
+7,133
30 31
32
33 34