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
926
$2.98M 0.01%
76,534
-1,074
927
$2.98M 0.01%
90,323
+7,392
928
$2.97M 0.01%
58,508
+41,857
929
$2.95M 0.01%
72,466
-2,231
930
$2.94M 0.01%
161,216
+17,552
931
$2.94M 0.01%
137,345
+4,996
932
$2.94M 0.01%
73,062
-19,877
933
$2.93M 0.01%
93,770
-276
934
$2.92M 0.01%
35,652
-3,227
935
$2.9M 0.01%
11,178
-901
936
$2.88M 0.01%
41,182
+113
937
$2.87M 0.01%
95,325
+2,709
938
$2.86M 0.01%
30,884
+4,966
939
$2.85M 0.01%
326,907
+5,395
940
$2.85M 0.01%
93,420
-15,544
941
$2.84M 0.01%
21,907
-3,513
942
$2.84M 0.01%
154,916
+23,044
943
$2.83M 0.01%
145,849
+3,772
944
$2.83M 0.01%
29,181
-5,246
945
$2.81M 0.01%
49,158
+23,169
946
$2.81M 0.01%
6,834
+615
947
$2.8M 0.01%
+54,153
948
$2.8M 0.01%
89,323
+1,785
949
$2.79M 0.01%
23,196
+1,612
950
$2.78M 0.01%
45,741
+6,011
36 37
38
39 40