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
1076
$2.19M 0.01%
99,428
+2,261
1077
$2.19M 0.01%
34,530
+2,002
1078
$2.18M 0.01%
22,324
+11,468
1079
$2.17M 0.01%
56,581
-2,156
1080
$2.17M 0.01%
69,184
+1,413
1081
$2.16M 0.01%
61,649
-2,409
1082
$2.16M 0.01%
33,897
+2,279
1083
$2.15M 0.01%
64,332
-6,910
1084
$2.15M 0.01%
54,149
-8,135
1085
$2.15M 0.01%
66,206
-15,813
1086
$2.15M 0.01%
124,966
+39
1087
$2.15M 0.01%
68,337
+35,115
1088
$2.15M 0.01%
24,560
+1,548
1089
$2.14M 0.01%
19,452
-277
1090
$2.14M 0.01%
61,159
-6,485
1091
$2.14M 0.01%
54,425
+4,557
1092
$2.13M 0.01%
70,346
-20,909
1093
$2.13M 0.01%
74,343
+7,443
1094
$2.13M 0.01%
22,718
-80
1095
$2.13M 0.01%
73,233
-2,659
1096
$2.13M 0.01%
4,403
+623
1097
$2.13M 0.01%
39,657
+5,457
1098
$2.13M 0.01%
48,186
+1,658
1099
$2.12M 0.01%
25,775
-163
1100
$2.12M 0.01%
41,611
+7,958
42 43
44
45 46