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
1351
$1.43M 0.01%
55,304
-588
1352
$1.42M 0.01%
12,690
-570
1353
$1.42M 0.01%
26,841
+6,946
1354
$1.42M 0.01%
53,405
+579
1355
$1.42M 0.01%
16,507
-36,963
1356
$1.41M 0.01%
18,983
-195
1357
$1.41M 0.01%
44,855
-394
1358
$1.41M 0.01%
47,490
+2,392
1359
$1.4M 0.01%
31,701
-12,662
1360
$1.4M 0.01%
82,132
-19,104
1361
$1.4M 0.01%
40,521
+5,569
1362
$1.39M 0.01%
29,795
-387
1363
$1.39M 0.01%
36,116
+18,107
1364
$1.39M 0.01%
9,150
+407
1365
$1.38M 0.01%
60,091
-2,216
1366
$1.38M 0.01%
37,759
-6,627
1367
$1.37M 0.01%
9,584
-5,316
1368
$1.37M 0.01%
66,438
-131,677
1369
$1.37M 0.01%
77,475
+5,276
1370
$1.37M 0.01%
12,635
-304
1371
$1.37M 0.01%
13,870
-526
1372
$1.36M 0.01%
21,634
+3,797
1373
$1.36M 0.01%
11,181
-25,544
1374
$1.36M 0.01%
47,127
-279
1375
$1.36M 0.01%
4,305
+322
53 54
55
56 57