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
1051
$2.3M 0.01%
99,903
-1,697
1052
$2.28M 0.01%
76,898
+41,854
1053
$2.28M 0.01%
39,362
+48
1054
$2.27M 0.01%
84,381
+69,593
1055
$2.27M 0.01%
95,390
-6,508
1056
$2.26M 0.01%
90,895
-10,168
1057
$2.25M 0.01%
42,606
+8,766
1058
$2.25M 0.01%
79,736
-2,345
1059
$2.25M 0.01%
412,420
-2,085
1060
$2.24M 0.01%
16,795
-2,003
1061
$2.24M 0.01%
9,489
+226
1062
$2.24M 0.01%
47,628
+5,319
1063
$2.23M 0.01%
64,722
-9,064
1064
$2.23M 0.01%
21,537
+67
1065
$2.23M 0.01%
31,530
-6,426
1066
$2.23M 0.01%
99,505
-47,959
1067
$2.22M 0.01%
82,186
+33,891
1068
$2.22M 0.01%
44,595
+14,511
1069
$2.22M 0.01%
31,255
-425
1070
$2.22M 0.01%
29,968
+1,915
1071
$2.21M 0.01%
66,121
-3,644
1072
$2.21M 0.01%
42,194
-5,100
1073
$2.2M 0.01%
43,859
+4,481
1074
$2.19M 0.01%
31,588
-2,122
1075
$2.19M 0.01%
57,647
-5,792
41 42
43
44 45