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
951
$2.78M 0.01%
15,258
+2,050
952
$2.78M 0.01%
17,177
-118
953
$2.77M 0.01%
311,423
-47,019
954
$2.77M 0.01%
24,566
+5,519
955
$2.76M 0.01%
77,611
-2,343
956
$2.76M 0.01%
1,875
+111
957
$2.76M 0.01%
64,700
-1,106
958
$2.76M 0.01%
19,348
-337
959
$2.75M 0.01%
41,749
+19
960
$2.74M 0.01%
26,052
+11,186
961
$2.73M 0.01%
39,392
+1,011
962
$2.71M 0.01%
35,297
-28,938
963
$2.71M 0.01%
32,578
+775
964
$2.71M 0.01%
8,630
+2,886
965
$2.7M 0.01%
60,521
+1,164
966
$2.7M 0.01%
507,748
+20,195
967
$2.69M 0.01%
24,650
+4,306
968
$2.69M 0.01%
119,473
+4,090
969
$2.68M 0.01%
110,128
-52,503
970
$2.67M 0.01%
13,220
+551
971
$2.67M 0.01%
109,244
+88,704
972
$2.64M 0.01%
82,666
-407
973
$2.63M 0.01%
187,203
-1,459
974
$2.63M 0.01%
32,733
-218
975
$2.63M 0.01%
111,755
+563
37 38
39
40 41