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
101
$39.3M 0.18%
430,997
+284,810
102
$39.1M 0.18%
798,109
+228,661
103
$37.7M 0.18%
206,163
-1,132
104
$37.6M 0.18%
901,181
+246,447
105
$37.5M 0.17%
234,921
-32,230
106
$37.4M 0.17%
449,760
+20,620
107
$37.1M 0.17%
643,833
+2,803
108
$37M 0.17%
192,767
-12,893
109
$36.6M 0.17%
365,502
+1,681
110
$36.3M 0.17%
571,284
+42,373
111
$36.1M 0.17%
91,136
+1,958
112
$35.9M 0.17%
641,138
+1,236
113
$35.6M 0.17%
2,372,042
+66,971
114
$35.3M 0.16%
1,083,949
+132,127
115
$35M 0.16%
227,570
-1,952
116
$34.9M 0.16%
998,263
+46,438
117
$34.5M 0.16%
1,031,355
-272,794
118
$34.3M 0.16%
1,887,924
+252,872
119
$33.9M 0.16%
418,389
-16,200
120
$33.8M 0.16%
360,201
-53,129
121
$33.5M 0.16%
1,080,935
+96,855
122
$33.1M 0.15%
630,799
-1,764
123
$32.3M 0.15%
495,342
-1,045
124
$32.3M 0.15%
120,005
+9,106
125
$31.9M 0.15%
227,716
+11,501
3 4
5
6 7