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
1226
$1.75M 0.01%
40,690
+6,762
1227
$1.75M 0.01%
70,926
+5,125
1228
$1.75M 0.01%
66,941
-842
1229
$1.74M 0.01%
67,232
-15,644
1230
$1.74M 0.01%
31,489
+311
1231
$1.74M 0.01%
50,427
+1,904
1232
$1.73M 0.01%
12,895
-94
1233
$1.73M 0.01%
29,861
-12,043
1234
$1.73M 0.01%
62,194
-631
1235
$1.72M 0.01%
36,564
+11,303
1236
$1.72M 0.01%
32,788
+5,548
1237
$1.72M 0.01%
15,181
-174
1238
$1.71M 0.01%
48,309
+4,790
1239
$1.71M 0.01%
94,476
-6,838
1240
$1.71M 0.01%
32,995
-987
1241
$1.71M 0.01%
75,975
-30,323
1242
$1.71M 0.01%
35,099
-3,462
1243
$1.7M 0.01%
11,077
+899
1244
$1.69M 0.01%
18,603
+553
1245
$1.69M 0.01%
34,404
+559
1246
$1.69M 0.01%
13,683
-174
1247
$1.69M 0.01%
57,451
-1,710
1248
$1.69M 0.01%
46,222
-2,507
1249
$1.69M 0.01%
39,822
-28,285
1250
$1.68M 0.01%
4,725
+93
48 49
50
51 52