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
1026
$2.38M 0.01%
79,533
+31,860
1027
$2.38M 0.01%
9,681
+2,183
1028
$2.38M 0.01%
62,921
+8,270
1029
$2.38M 0.01%
3,433
+1
1030
$2.37M 0.01%
44,455
-5,452
1031
$2.37M 0.01%
219,678
-449
1032
$2.37M 0.01%
80,655
+32,493
1033
$2.37M 0.01%
52,076
-5,137
1034
$2.37M 0.01%
143,436
+123,419
1035
$2.37M 0.01%
22,491
-175
1036
$2.35M 0.01%
39,982
-5,351
1037
$2.35M 0.01%
85,942
-3,196
1038
$2.35M 0.01%
70,385
+5,454
1039
$2.35M 0.01%
69,321
-39,143
1040
$2.35M 0.01%
118,761
+79,652
1041
$2.34M 0.01%
36,134
-15,245
1042
$2.34M 0.01%
+56,153
1043
$2.34M 0.01%
21,560
+3,000
1044
$2.34M 0.01%
63,016
+10,268
1045
$2.33M 0.01%
68,569
+5,283
1046
$2.33M 0.01%
60,912
-5,725
1047
$2.33M 0.01%
97,970
+32,284
1048
$2.32M 0.01%
90,200
+5,750
1049
$2.31M 0.01%
375,237
+15,595
1050
$2.31M 0.01%
11,169
-5,311
40 41
42
43 44