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
1201
$1.8M 0.01%
77,974
-63,322
1202
$1.8M 0.01%
45,527
-1,006
1203
$1.8M 0.01%
87,269
-27,095
1204
$1.8M 0.01%
12,153
+3,972
1205
$1.79M 0.01%
13,421
+3,745
1206
$1.79M 0.01%
89,927
+888
1207
$1.79M 0.01%
48,099
+2,548
1208
$1.79M 0.01%
48,574
-113
1209
$1.78M 0.01%
17,303
+4,505
1210
$1.78M 0.01%
50,193
+1,382
1211
$1.78M 0.01%
139,000
+11,640
1212
$1.78M 0.01%
3,881
+1,484
1213
$1.78M 0.01%
38,850
+34,388
1214
$1.77M 0.01%
11,506
+366
1215
$1.77M 0.01%
50,042
-24,250
1216
$1.77M 0.01%
100,885
-4,902
1217
$1.77M 0.01%
171,661
-4,520
1218
$1.77M 0.01%
179,541
+5,225
1219
$1.77M 0.01%
50,585
+36,975
1220
$1.77M 0.01%
174,265
-13,472
1221
$1.76M 0.01%
45,114
-10,629
1222
$1.76M 0.01%
64,541
-35,971
1223
$1.76M 0.01%
23,944
+830
1224
$1.76M 0.01%
107,094
+4,805
1225
$1.76M 0.01%
214,133
+145,662
47 48
49
50 51