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
1501
$1.11M 0.01%
15,599
-205
1502
$1.11M 0.01%
32,154
-38,704
1503
$1.11M 0.01%
14,636
+4,753
1504
$1.11M 0.01%
15,073
-477
1505
$1.11M 0.01%
43,812
-29,945
1506
$1.11M 0.01%
20,468
-1,633
1507
$1.11M 0.01%
6,559
-4,307
1508
$1.11M 0.01%
11,806
+693
1509
$1.1M 0.01%
45,944
-2,781
1510
$1.1M 0.01%
19,283
-285
1511
$1.1M 0.01%
48,881
-2,667
1512
$1.1M 0.01%
48,823
+24,564
1513
$1.1M 0.01%
21,789
-1,728
1514
$1.1M 0.01%
9,465
+2,678
1515
$1.09M 0.01%
36,126
-15,090
1516
$1.09M 0.01%
18,060
-942
1517
$1.09M 0.01%
32,129
+4,527
1518
$1.09M 0.01%
28,080
-30,644
1519
$1.09M 0.01%
22,032
-3,977
1520
$1.09M 0.01%
126,306
+1,359
1521
$1.09M 0.01%
7,766
-355
1522
$1.08M 0.01%
48,215
-1,547
1523
$1.08M 0.01%
119,749
+1,205
1524
$1.08M 0.01%
10,811
-1,652
1525
$1.08M 0.01%
22,129
+520
59 60
61
62 63