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
851
$3.44M 0.02%
63,814
+14,729
852
$3.44M 0.02%
18,010
+786
853
$3.43M 0.02%
145,397
-9,573
854
$3.42M 0.02%
56,810
+1,053
855
$3.4M 0.02%
31,399
-609
856
$3.4M 0.02%
35,460
+32,214
857
$3.4M 0.02%
116,516
+8,622
858
$3.39M 0.02%
200,971
-28,868
859
$3.39M 0.02%
39,056
-51,931
860
$3.39M 0.02%
34,111
-874
861
$3.38M 0.02%
174,627
-28,482
862
$3.38M 0.02%
41,756
-1,339
863
$3.36M 0.02%
94,796
+1,289
864
$3.36M 0.02%
96,420
-5,277
865
$3.36M 0.02%
132,764
+18,754
866
$3.35M 0.02%
103,014
-2,477
867
$3.35M 0.02%
142,533
-4,350
868
$3.35M 0.02%
69,990
+9,533
869
$3.35M 0.02%
7,650
+302
870
$3.33M 0.02%
39,115
-6,123
871
$3.33M 0.02%
62,577
+31,826
872
$3.33M 0.02%
20,445
-339
873
$3.33M 0.02%
219,694
+1,355
874
$3.32M 0.02%
30,437
+6,355
875
$3.32M 0.02%
42,457
-292
33 34
35
36 37