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
976
$2.62M 0.01%
89,121
+6,965
977
$2.62M 0.01%
51,249
+141
978
$2.62M 0.01%
126,072
-130,336
979
$2.6M 0.01%
280,161
-12,259
980
$2.6M 0.01%
51,316
+277
981
$2.58M 0.01%
4,239
+906
982
$2.58M 0.01%
131,526
-10,642
983
$2.57M 0.01%
27,790
-2,941
984
$2.57M 0.01%
32,899
-4,106
985
$2.56M 0.01%
37,561
-244
986
$2.55M 0.01%
94,433
-884
987
$2.55M 0.01%
59,127
-36,564
988
$2.55M 0.01%
30,271
-3,183
989
$2.55M 0.01%
32,446
-12,435
990
$2.55M 0.01%
165,522
+24,547
991
$2.54M 0.01%
29,368
+67
992
$2.53M 0.01%
49,434
+1,349
993
$2.52M 0.01%
37,322
+4,732
994
$2.52M 0.01%
47,847
+2,160
995
$2.51M 0.01%
71,437
-1,267
996
$2.48M 0.01%
22,802
-5,550
997
$2.47M 0.01%
7,505
-678
998
$2.47M 0.01%
62,889
+3,215
999
$2.47M 0.01%
26,463
+5,222
1000
$2.46M 0.01%
103,346
+2,517
38 39
40
41 42