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
901
$3.13M 0.01%
67,262
-34,820
902
$3.13M 0.01%
18,127
+10,709
903
$3.13M 0.01%
174,668
+6,771
904
$3.12M 0.01%
81,018
+372
905
$3.11M 0.01%
52,540
+1,659
906
$3.1M 0.01%
33,405
-3,282
907
$3.1M 0.01%
93,926
+69,315
908
$3.09M 0.01%
123,572
+18,949
909
$3.08M 0.01%
141,727
+14,798
910
$3.08M 0.01%
7,713
+2,025
911
$3.08M 0.01%
73,229
-7,680
912
$3.06M 0.01%
179,104
-7,109
913
$3.06M 0.01%
39,162
+1,769
914
$3.05M 0.01%
132,136
-16,614
915
$3.05M 0.01%
29,510
-10,434
916
$3.04M 0.01%
33,433
+16,410
917
$3.04M 0.01%
99,359
+8,374
918
$3.02M 0.01%
94,145
+1,094
919
$3.02M 0.01%
+123,672
920
$3.02M 0.01%
72,448
+3,087
921
$3M 0.01%
4,129
+201
922
$3M 0.01%
64,808
+4,419
923
$3M 0.01%
136,231
+392
924
$2.99M 0.01%
249,971
+7,636
925
$2.99M 0.01%
41,273
+27,786
35 36
37
38 39