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
1376
$1.36M 0.01%
105,069
+1,455
1377
$1.35M 0.01%
15,914
-365
1378
$1.35M 0.01%
11,684
+4,295
1379
$1.35M 0.01%
45,342
-134,450
1380
$1.35M 0.01%
38,875
-2,106
1381
$1.35M 0.01%
10,720
+205
1382
$1.34M 0.01%
33,270
-911
1383
$1.34M 0.01%
45,371
-305
1384
$1.34M 0.01%
19,316
-1,002
1385
$1.34M 0.01%
8,917
-27
1386
$1.34M 0.01%
73,155
+7,124
1387
$1.33M 0.01%
14,038
+337
1388
$1.33M 0.01%
6,621
-558
1389
$1.33M 0.01%
47,172
+641
1390
$1.33M 0.01%
42,202
-1,117
1391
$1.32M 0.01%
61,839
-3,301
1392
$1.32M 0.01%
28,617
+874
1393
$1.32M 0.01%
27,570
-9,438
1394
$1.32M 0.01%
27,479
+1,373
1395
$1.32M 0.01%
112,811
+6,499
1396
$1.32M 0.01%
11,814
-3,073
1397
$1.32M 0.01%
272,102
-248,146
1398
$1.32M 0.01%
+43,207
1399
$1.32M 0.01%
12,656
-109
1400
$1.32M 0.01%
60,244
-44,755
54 55
56
57 58