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
151
$27.9M 0.13%
134,332
-6,295
152
$27.9M 0.13%
486,851
+10,943
153
$27.9M 0.13%
192,304
+70,435
154
$27.9M 0.13%
840,164
+77,067
155
$27.6M 0.13%
483,639
+1,958
156
$27.3M 0.13%
309,023
+31,642
157
$27.2M 0.13%
469,384
-61,803
158
$26.9M 0.13%
259,204
-19,525
159
$26.6M 0.12%
168,516
+67,767
160
$26.4M 0.12%
874,307
+97,817
161
$26.3M 0.12%
829,895
+4,491
162
$26.2M 0.12%
258,862
+140,601
163
$26.1M 0.12%
128,690
+1,066
164
$25.9M 0.12%
447,746
+1,031
165
$25.9M 0.12%
139,940
+6,952
166
$25.8M 0.12%
369,997
-2,795
167
$25.8M 0.12%
438,357
-110,299
168
$25.6M 0.12%
214,011
+13,416
169
$25.6M 0.12%
1,212,487
-5,412
170
$25.3M 0.12%
601,348
+6,429
171
$25.3M 0.12%
260,768
-21,737
172
$25.2M 0.12%
1,762,747
+95,004
173
$25.1M 0.12%
575,415
+119,397
174
$24.7M 0.12%
549,770
+40,273
175
$24.3M 0.11%
611,563
-15,777
5 6
7
8 9