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
1326
$1.48M 0.01%
4,294
-106
1327
$1.48M 0.01%
32,863
+6,799
1328
$1.48M 0.01%
5,759
-9,417
1329
$1.48M 0.01%
250,863
+7,562
1330
$1.48M 0.01%
41,874
+443
1331
$1.48M 0.01%
14,598
+5,022
1332
$1.47M 0.01%
1,744
+698
1333
$1.47M 0.01%
202,786
+61,769
1334
$1.47M 0.01%
31,100
+1,661
1335
$1.47M 0.01%
53,986
-685
1336
$1.46M 0.01%
33,796
+114
1337
$1.46M 0.01%
43,377
-31,764
1338
$1.46M 0.01%
33,684
+3,302
1339
$1.46M 0.01%
+23,289
1340
$1.46M 0.01%
43,458
+1,920
1341
$1.45M 0.01%
42,836
-515
1342
$1.45M 0.01%
63,139
+10,204
1343
$1.45M 0.01%
53,719
-9,376
1344
$1.44M 0.01%
43,684
-8,788
1345
$1.44M 0.01%
25,876
+97
1346
$1.44M 0.01%
19,023
-416
1347
$1.44M 0.01%
9,199
+279
1348
$1.43M 0.01%
65,134
+6,661
1349
$1.43M 0.01%
40,124
-1,903
1350
$1.43M 0.01%
28,486
-12,088
52 53
54
55 56