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
1426
$1.25M 0.01%
19,332
-3,671
1427
$1.24M 0.01%
33,400
-105
1428
$1.24M 0.01%
11,727
+3,230
1429
$1.24M 0.01%
40,455
-1,150
1430
$1.24M 0.01%
21,376
-30,395
1431
$1.23M 0.01%
34,901
+1,445
1432
$1.23M 0.01%
78,972
+3,548
1433
$1.23M 0.01%
61,003
-2,548
1434
$1.23M 0.01%
36,490
+3,920
1435
$1.23M 0.01%
39,658
-1,840
1436
$1.23M 0.01%
38,845
+2,825
1437
$1.22M 0.01%
38,706
+2,050
1438
$1.22M 0.01%
13,261
+95
1439
$1.22M 0.01%
15,606
+331
1440
$1.22M 0.01%
42,532
-80,431
1441
$1.22M 0.01%
48,387
+2,500
1442
$1.22M 0.01%
25,048
-8,319
1443
$1.21M 0.01%
53,176
+3,811
1444
$1.21M 0.01%
9,717
+2,139
1445
$1.21M 0.01%
16,287
-5,572
1446
$1.21M 0.01%
44,055
+1,239
1447
$1.21M 0.01%
6,158
+566
1448
$1.21M 0.01%
63,450
-70,412
1449
$1.2M 0.01%
21,465
+614
1450
$1.2M 0.01%
10,504
-1,049
56 57
58
59 60