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
1151
$1.95M 0.01%
49,696
+682
1152
$1.94M 0.01%
15,311
-941
1153
$1.94M 0.01%
76,629
-1,329
1154
$1.94M 0.01%
137,951
-12,035
1155
$1.94M 0.01%
100,173
-1,725
1156
$1.93M 0.01%
90,871
+4,630
1157
$1.93M 0.01%
5,601
+3,002
1158
$1.93M 0.01%
92,543
-647
1159
$1.92M 0.01%
56,209
-18,997
1160
$1.92M 0.01%
50,092
-16,789
1161
$1.92M 0.01%
45,408
-5,793
1162
$1.92M 0.01%
249,704
-2,026
1163
$1.92M 0.01%
42,982
+5,178
1164
$1.92M 0.01%
33,076
+18,543
1165
$1.92M 0.01%
44,119
-863
1166
$1.91M 0.01%
92,991
+1,495
1167
$1.91M 0.01%
74,820
+17,837
1168
$1.91M 0.01%
37,856
+3,758
1169
$1.9M 0.01%
46,851
+1,347
1170
$1.9M 0.01%
5,855
-7,603
1171
$1.9M 0.01%
12,032
1172
$1.89M 0.01%
28,949
+5,178
1173
$1.89M 0.01%
27,879
-801
1174
$1.88M 0.01%
61,270
+45,493
1175
$1.88M 0.01%
94,703
+7,927
45 46
47
48 49