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
1301
$1.53M 0.01%
38,613
-4,550
1302
$1.53M 0.01%
5,009
-258
1303
$1.53M 0.01%
81,989
+325
1304
$1.52M 0.01%
10,083
-799
1305
$1.52M 0.01%
60,766
-17,458
1306
$1.52M 0.01%
80,594
-8,420
1307
$1.52M 0.01%
62,714
+3,627
1308
$1.51M 0.01%
32,214
-8
1309
$1.51M 0.01%
55,250
+7,874
1310
$1.51M 0.01%
40,058
+5,095
1311
$1.51M 0.01%
148,994
-4,469
1312
$1.5M 0.01%
51,948
+2,280
1313
$1.5M 0.01%
27,738
-12,474
1314
$1.5M 0.01%
19,564
+10,506
1315
$1.5M 0.01%
123,839
+28,101
1316
$1.5M 0.01%
3,967
-42
1317
$1.5M 0.01%
103,425
+20,059
1318
$1.5M 0.01%
55,756
+2,995
1319
$1.5M 0.01%
81,458
+9,844
1320
$1.49M 0.01%
17,870
-233
1321
$1.49M 0.01%
30,497
-3,492
1322
$1.49M 0.01%
12,398
-56
1323
$1.49M 0.01%
44,670
+1,342
1324
$1.49M 0.01%
195,237
+5,136
1325
$1.48M 0.01%
46,845
+20,767
51 52
53
54 55