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
876
$3.31M 0.02%
183,357
+19,994
877
$3.31M 0.02%
54,952
-213
878
$3.3M 0.02%
86,252
-7,013
879
$3.29M 0.02%
78,799
+5,797
880
$3.27M 0.02%
64,789
+1,068
881
$3.26M 0.02%
56,096
-3,982
882
$3.25M 0.02%
139,213
+118,397
883
$3.24M 0.02%
14,217
+37
884
$3.24M 0.02%
88,111
-1,290
885
$3.23M 0.02%
53,623
+13,306
886
$3.23M 0.02%
37,173
+2,024
887
$3.23M 0.02%
56,676
-538
888
$3.22M 0.02%
513,783
-45,963
889
$3.2M 0.01%
262,598
-4,504
890
$3.19M 0.01%
77,351
-2,751
891
$3.19M 0.01%
42,893
-27
892
$3.19M 0.01%
22,766
-964
893
$3.18M 0.01%
53,261
+510
894
$3.17M 0.01%
59,623
-9,387
895
$3.16M 0.01%
35,215
+1,334
896
$3.15M 0.01%
127,185
-6,051
897
$3.15M 0.01%
185,754
-32,185
898
$3.14M 0.01%
91,204
+49,373
899
$3.14M 0.01%
83,786
-282
900
$3.14M 0.01%
82,917
+7,484
34 35
36
37 38