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
826
$3.59M 0.02%
+119,858
827
$3.58M 0.02%
18,387
+5,934
828
$3.58M 0.02%
144,498
+41,135
829
$3.56M 0.02%
87,860
+5,181
830
$3.56M 0.02%
104,707
+79,471
831
$3.56M 0.02%
265,401
-100,075
832
$3.55M 0.02%
205,074
+2,489
833
$3.55M 0.02%
26,000
+22,910
834
$3.54M 0.02%
122,529
+36,093
835
$3.54M 0.02%
181,350
+164,146
836
$3.53M 0.02%
66,455
+8,947
837
$3.53M 0.02%
128,710
+49,150
838
$3.53M 0.02%
169,194
+21,721
839
$3.53M 0.02%
26,254
+856
840
$3.52M 0.02%
19,608
-2,865
841
$3.52M 0.02%
112,072
+3,424
842
$3.48M 0.02%
257,396
-1,206
843
$3.48M 0.02%
48,849
+535
844
$3.48M 0.02%
129,930
+3,844
845
$3.48M 0.02%
34,293
+1,836
846
$3.47M 0.02%
105,660
-1,380
847
$3.46M 0.02%
184,350
+18,995
848
$3.46M 0.02%
206,939
+44,060
849
$3.45M 0.02%
36,393
+1,095
850
$3.44M 0.02%
358,480
+214,477
32 33
34
35 36