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
1251
$1.67M 0.01%
176,142
+10,104
1252
$1.67M 0.01%
16,911
+362
1253
$1.66M 0.01%
16,251
+234
1254
$1.66M 0.01%
8,320
-557
1255
$1.66M 0.01%
8,267
-1,003
1256
$1.66M 0.01%
38,139
-788
1257
$1.66M 0.01%
17,962
-21,022
1258
$1.66M 0.01%
4,787
-57
1259
$1.65M 0.01%
7,537
+220
1260
$1.65M 0.01%
19,732
+3,934
1261
$1.65M 0.01%
65,011
+15,343
1262
$1.65M 0.01%
47,943
-101
1263
$1.64M 0.01%
57,803
+3,934
1264
$1.64M 0.01%
82,251
+4,775
1265
$1.64M 0.01%
49,102
+14
1266
$1.64M 0.01%
99,280
-23,662
1267
$1.64M 0.01%
15,647
+771
1268
$1.62M 0.01%
32,910
-6,815
1269
$1.62M 0.01%
48,371
-1,286
1270
$1.62M 0.01%
110,885
-5,420
1271
$1.61M 0.01%
33,162
+19,470
1272
$1.61M 0.01%
31,939
+229
1273
$1.6M 0.01%
34,004
+11,994
1274
$1.6M 0.01%
190,646
+3,724
1275
$1.59M 0.01%
4,206
-72
49 50
51
52 53