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
76
$50.6M 0.24%
151,084
+35,374
77
$50.3M 0.23%
534,316
+17,078
78
$50M 0.23%
1,211,126
+181,478
79
$49.9M 0.23%
1,883,796
+292,996
80
$49.5M 0.23%
181,383
-1,199
81
$48.8M 0.23%
117,597
+12,416
82
$48.6M 0.23%
315,777
+60,424
83
$48.2M 0.23%
1,453,185
-93,885
84
$47.7M 0.22%
181,015
+4,732
85
$47.4M 0.22%
201,801
+1,636
86
$47.2M 0.22%
458,799
-20,202
87
$45.8M 0.21%
924,764
+15,060
88
$45.7M 0.21%
397,461
-37,526
89
$45.4M 0.21%
256,629
+4,920
90
$44.6M 0.21%
87,377
+9,602
91
$44.4M 0.21%
661,882
-3,221
92
$43.6M 0.2%
491,604
-148,038
93
$43.5M 0.2%
1,340,761
-1,791
94
$42.8M 0.2%
483,273
-24,454
95
$41.8M 0.19%
2,121,016
-90,803
96
$41.3M 0.19%
155,361
-47,316
97
$41.1M 0.19%
685,234
+11,494
98
$40.8M 0.19%
759,522
+83,930
99
$40.1M 0.19%
390,039
+54,900
100
$39.6M 0.18%
96,759
+211
2 3
4
5 6