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
1401
$1.31M 0.01%
29,087
-163
1402
$1.31M 0.01%
22,417
-1,995
1403
$1.31M 0.01%
32,514
+2,448
1404
$1.31M 0.01%
16,976
+2,802
1405
$1.3M 0.01%
12,276
-2,784
1406
$1.3M 0.01%
19,644
+1,730
1407
$1.3M 0.01%
2,972
+389
1408
$1.3M 0.01%
15,157
-990
1409
$1.3M 0.01%
77,258
+5,120
1410
$1.29M 0.01%
79,715
-9,360
1411
$1.29M 0.01%
32,606
-2,838
1412
$1.29M 0.01%
69,024
-795
1413
$1.29M 0.01%
8,190
+162
1414
$1.28M 0.01%
28,796
+5,194
1415
$1.28M 0.01%
34,827
-4,508
1416
$1.28M 0.01%
50,397
-23,757
1417
$1.27M 0.01%
42,993
-2,458
1418
$1.27M 0.01%
18,140
+2,767
1419
$1.27M 0.01%
27,850
+5,587
1420
$1.26M 0.01%
13,230
+3,670
1421
$1.26M 0.01%
38,493
-855
1422
$1.26M 0.01%
35,613
-798
1423
$1.26M 0.01%
25,048
-4,483
1424
$1.26M 0.01%
205,846
-2,062
1425
$1.25M 0.01%
13,739
-116
55 56
57
58 59