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
1126
$2.05M 0.01%
28,944
+999
1127
$2.04M 0.01%
15,292
+1,318
1128
$2.04M 0.01%
68,759
+18,011
1129
$2.03M 0.01%
47,857
-907
1130
$2.02M 0.01%
16,778
-6,741
1131
$2.01M 0.01%
36,058
+3
1132
$2.01M 0.01%
+37,624
1133
$2.01M 0.01%
98,516
+71,692
1134
$2M 0.01%
53,502
-2,687
1135
$2M 0.01%
10,534
+1,522
1136
$2M 0.01%
103,475
-13,731
1137
$2M 0.01%
191,891
-844
1138
$2M 0.01%
26,606
-868
1139
$2M 0.01%
57,385
-20,364
1140
$2M 0.01%
67,644
-5,543
1141
$2M 0.01%
121,155
-300
1142
$1.98M 0.01%
71,022
-29,286
1143
$1.97M 0.01%
60,792
-3,475
1144
$1.97M 0.01%
36,460
-9,089
1145
$1.96M 0.01%
+68,347
1146
$1.96M 0.01%
79,628
+2,559
1147
$1.95M 0.01%
63,937
-37,639
1148
$1.95M 0.01%
78,081
-20,269
1149
$1.95M 0.01%
131,502
+3,812
1150
$1.95M 0.01%
57,095
-536
44 45
46
47 48