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
1101
$2.12M 0.01%
38,355
+8,511
1102
$2.12M 0.01%
38,052
+7,857
1103
$2.11M 0.01%
84,413
+14,564
1104
$2.1M 0.01%
94,931
+8,333
1105
$2.1M 0.01%
144,014
-4,991
1106
$2.09M 0.01%
14,992
+1,014
1107
$2.09M 0.01%
62,959
-4,105
1108
$2.09M 0.01%
30,598
-2,827
1109
$2.09M 0.01%
41,755
-6,574
1110
$2.08M 0.01%
34,350
-10,842
1111
$2.08M 0.01%
61,402
-110,266
1112
$2.08M 0.01%
11,633
+69
1113
$2.08M 0.01%
89,214
-59,796
1114
$2.08M 0.01%
74,731
-131,152
1115
$2.07M 0.01%
55,509
-3,818
1116
$2.07M 0.01%
48,364
+1,804
1117
$2.07M 0.01%
40,887
+808
1118
$2.07M 0.01%
73,242
+8,113
1119
$2.07M 0.01%
50,587
-31
1120
$2.06M 0.01%
30,296
-136
1121
$2.06M 0.01%
40,920
+2,924
1122
$2.05M 0.01%
74,446
+3,263
1123
$2.05M 0.01%
106,966
-48,069
1124
$2.05M 0.01%
41,858
-3,387
1125
$2.05M 0.01%
4,653
-7,812
43 44
45
46 47