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
176
$24.1M 0.11%
235,514
-33
177
$24M 0.11%
63,667
+3,185
178
$24M 0.11%
52,453
+24,752
179
$23.9M 0.11%
105,459
-15,733
180
$23.8M 0.11%
404,814
-53,591
181
$23.3M 0.11%
474,756
-9,249
182
$23.2M 0.11%
261,737
-1,477
183
$23.2M 0.11%
461,777
+12,474
184
$23.2M 0.11%
208,521
-9,968
185
$23M 0.11%
156,015
+12,646
186
$22.8M 0.11%
223,407
-30,290
187
$22.8M 0.11%
480,875
-85,939
188
$22.7M 0.11%
248,702
+7,189
189
$22.7M 0.11%
210,556
-20,830
190
$22.4M 0.1%
311,168
+29,524
191
$22.4M 0.1%
213,243
-41,955
192
$22.3M 0.1%
1,492,004
+1,201,938
193
$22.3M 0.1%
371,784
-5,732
194
$22.2M 0.1%
89,937
+11,214
195
$22M 0.1%
80,629
+3,855
196
$21.8M 0.1%
43,128
+6,055
197
$21.8M 0.1%
192,692
-22,746
198
$21.4M 0.1%
429,522
+5,867
199
$21.4M 0.1%
202,018
+17,265
200
$21.3M 0.1%
314,624
+9,004
6 7
8
9 10