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
1176
$1.88M 0.01%
32,016
+74
1177
$1.88M 0.01%
41,630
+11,857
1178
$1.87M 0.01%
39,639
+2,273
1179
$1.87M 0.01%
13,115
-338
1180
$1.87M 0.01%
12,038
+672
1181
$1.87M 0.01%
33,721
-101,879
1182
$1.87M 0.01%
128,956
+7,272
1183
$1.86M 0.01%
57,778
-25,108
1184
$1.86M 0.01%
144,324
+14,642
1185
$1.86M 0.01%
62,836
-1,338
1186
$1.86M 0.01%
17,555
+812
1187
$1.86M 0.01%
73,517
-111
1188
$1.86M 0.01%
55,369
-6,851
1189
$1.85M 0.01%
62,487
-3,131
1190
$1.85M 0.01%
157,849
+3,490
1191
$1.85M 0.01%
61,625
+15,261
1192
$1.85M 0.01%
48,401
+275
1193
$1.82M 0.01%
27,364
-2,411
1194
$1.82M 0.01%
70,762
+6,127
1195
$1.82M 0.01%
77,806
+19,053
1196
$1.81M 0.01%
+71,968
1197
$1.81M 0.01%
43,869
+1,395
1198
$1.81M 0.01%
16,467
+4,731
1199
$1.81M 0.01%
+90,098
1200
$1.81M 0.01%
303
-12
46 47
48
49 50