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
801
$3.75M 0.02%
137,665
+14,397
802
$3.75M 0.02%
47,037
-34,359
803
$3.75M 0.02%
253,324
+17,820
804
$3.73M 0.02%
149,621
-22,284
805
$3.71M 0.02%
36,824
+2,960
806
$3.71M 0.02%
83,911
+7,507
807
$3.71M 0.02%
237,426
-161,437
808
$3.71M 0.02%
75,631
-3,259
809
$3.71M 0.02%
34,812
+4,129
810
$3.69M 0.02%
53,422
-13,772
811
$3.69M 0.02%
14,455
-65
812
$3.68M 0.02%
41,708
+19,611
813
$3.67M 0.02%
54,047
+9,766
814
$3.66M 0.02%
59,315
+45,119
815
$3.66M 0.02%
147,999
-1,821
816
$3.65M 0.02%
147,761
+27,094
817
$3.65M 0.02%
81,654
+5,534
818
$3.63M 0.02%
14,189
+2,440
819
$3.63M 0.02%
215,702
+13,319
820
$3.63M 0.02%
74,272
-1,452
821
$3.62M 0.02%
63,716
-30,439
822
$3.62M 0.02%
94,030
-1,993
823
$3.62M 0.02%
58,438
+4,345
824
$3.6M 0.02%
15,386
+1,893
825
$3.6M 0.02%
36,564
+6,630
31 32
33
34 35