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
1526
$1.08M 0.01%
11,466
+69
1527
$1.08M 0.01%
3,649
+503
1528
$1.08M 0.01%
87,518
+3,511
1529
$1.08M 0.01%
47,234
-677
1530
$1.07M 0.01%
89,292
-2,653
1531
$1.07M 0.01%
35,018
+8,667
1532
$1.06M 0.01%
29,098
+139
1533
$1.06M 0.01%
30,029
+662
1534
$1.06M 0.01%
28,756
+471
1535
$1.06M ﹤0.01%
69,719
+1,664
1536
$1.06M ﹤0.01%
82,083
+5,070
1537
$1.06M ﹤0.01%
5,160
-555
1538
$1.05M ﹤0.01%
32,450
+24,400
1539
$1.05M ﹤0.01%
110,664
-1,844
1540
$1.05M ﹤0.01%
5,758
-680
1541
$1.05M ﹤0.01%
13,384
-33
1542
$1.05M ﹤0.01%
9,083
-714
1543
$1.05M ﹤0.01%
23,090
-2,040
1544
$1.05M ﹤0.01%
14,006
+160
1545
$1.04M ﹤0.01%
46,271
+8,643
1546
$1.04M ﹤0.01%
24,120
-99
1547
$1.04M ﹤0.01%
81,096
-1,742
1548
$1.04M ﹤0.01%
35,775
-5,476
1549
$1.04M ﹤0.01%
60,520
-678
1550
$1.04M ﹤0.01%
39,629
+5,995
60 61
62
63 64