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
1451
$1.19M 0.01%
41,876
+2,415
1452
$1.19M 0.01%
89,465
-27,554
1453
$1.19M 0.01%
47,538
+14,951
1454
$1.19M 0.01%
34,317
-49,343
1455
$1.19M 0.01%
46,161
-6,936
1456
$1.19M 0.01%
22,961
+7,694
1457
$1.19M 0.01%
54,987
-12,242
1458
$1.18M 0.01%
49,722
+13,520
1459
$1.18M 0.01%
5,832
-7,805
1460
$1.18M 0.01%
2,390
+1,001
1461
$1.18M 0.01%
59,728
-5,783
1462
$1.17M 0.01%
111,325
-1,746
1463
$1.17M 0.01%
79,291
+18,681
1464
$1.17M 0.01%
25,238
+18,647
1465
$1.17M 0.01%
+23,354
1466
$1.16M 0.01%
107,287
+18,495
1467
$1.16M 0.01%
26,360
+4,589
1468
$1.16M 0.01%
62,508
+1,364
1469
$1.16M 0.01%
16,321
-1,870
1470
$1.16M 0.01%
42,809
+2,247
1471
$1.16M 0.01%
96,393
+7,475
1472
$1.16M 0.01%
1,036
+369
1473
$1.15M 0.01%
66,434
-9,169
1474
$1.15M 0.01%
107,111
+1,552
1475
$1.15M 0.01%
59,747
-23,570
57 58
59
60 61