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
1276
$1.59M 0.01%
56,074
+43,402
1277
$1.58M 0.01%
77,947
+46,193
1278
$1.58M 0.01%
163,505
+1,213
1279
$1.57M 0.01%
54,225
+9,465
1280
$1.57M 0.01%
26,458
-527
1281
$1.57M 0.01%
39,439
-526
1282
$1.56M 0.01%
12,990
+2,603
1283
$1.56M 0.01%
5,966
-1,455
1284
$1.56M 0.01%
65,024
-25,151
1285
$1.56M 0.01%
61,524
+8,372
1286
$1.56M 0.01%
45,940
-3,359
1287
$1.56M 0.01%
42,977
+1,190
1288
$1.56M 0.01%
15,861
-812
1289
$1.55M 0.01%
22,385
+2,902
1290
$1.55M 0.01%
164,532
+12,955
1291
$1.55M 0.01%
102,158
-28,748
1292
$1.55M 0.01%
60,803
-19,430
1293
$1.55M 0.01%
7,643
-601
1294
$1.55M 0.01%
10,573
-1,427
1295
$1.54M 0.01%
25,253
-138,735
1296
$1.54M 0.01%
30,706
-2,638
1297
$1.54M 0.01%
29,710
+1,116
1298
$1.54M 0.01%
35,623
-1,297
1299
$1.53M 0.01%
7,716
+630
1300
$1.53M 0.01%
25,829
+2,650
50 51
52
53 54