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
126
$31.5M 0.15%
512,667
+4,342
127
$31.5M 0.15%
343,456
-163,270
128
$31.4M 0.15%
324,379
-242,073
129
$31.3M 0.15%
658,707
-287,846
130
$31.3M 0.15%
291,904
-20,219
131
$31.1M 0.15%
1,669,413
+83,295
132
$31M 0.14%
447,597
+28,146
133
$31M 0.14%
820,800
+106,460
134
$30.9M 0.14%
358,315
-15,406
135
$30.9M 0.14%
157,926
-7,489
136
$30.8M 0.14%
1,126,598
-11,921
137
$30.7M 0.14%
730,696
-141,643
138
$30.1M 0.14%
657,726
+416,921
139
$29.9M 0.14%
127,236
-2,379
140
$29.8M 0.14%
502,885
-18,362
141
$29.7M 0.14%
292,579
+5,017
142
$29.5M 0.14%
137,712
-3,683
143
$29.3M 0.14%
973,496
+923,054
144
$28.9M 0.13%
445,777
+41,668
145
$28.5M 0.13%
847,743
-45,346
146
$28.3M 0.13%
410,871
-158,490
147
$28.3M 0.13%
410,062
-115,847
148
$28.1M 0.13%
5,176,292
+4,368
149
$28M 0.13%
1,220,661
+129,560
150
$28M 0.13%
372,058
-615,695
4 5
6
7 8