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
1476
$1.15M 0.01%
27,287
+58
1477
$1.14M 0.01%
14,028
-995
1478
$1.14M 0.01%
122,968
+2,672
1479
$1.14M 0.01%
22,107
-3,045
1480
$1.14M 0.01%
50,679
+560
1481
$1.14M 0.01%
18,404
-4,620
1482
$1.14M 0.01%
52,439
+3,262
1483
$1.14M 0.01%
9,514
+1,338
1484
$1.13M 0.01%
58,204
-2,484
1485
$1.13M 0.01%
21,283
-14,439
1486
$1.13M 0.01%
92,511
-8,430
1487
$1.13M 0.01%
42,986
+3,036
1488
$1.13M 0.01%
8,478
+1,096
1489
$1.13M 0.01%
33,588
+1,326
1490
$1.13M 0.01%
14,540
+1,522
1491
$1.13M 0.01%
22,120
+10,595
1492
$1.12M 0.01%
35,604
-4,131
1493
$1.12M 0.01%
13,306
+704
1494
$1.12M 0.01%
142,029
-514
1495
$1.12M 0.01%
22,689
+5,495
1496
$1.12M 0.01%
21,100
+991
1497
$1.12M 0.01%
22,372
-656
1498
$1.12M 0.01%
43,615
+415
1499
$1.12M 0.01%
34,098
+3,910
1500
$1.12M 0.01%
63,031
+13,889
58 59
60
61 62