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
201
$21.3M 0.1%
1,712,133
-145,958
202
$21.1M 0.1%
57,786
+1,320
203
$21.1M 0.1%
475,968
+13,283
204
$21M 0.1%
160,249
-9,433
205
$20.9M 0.1%
834,346
+116,414
206
$20.9M 0.1%
129,647
+23,685
207
$20.8M 0.1%
586,252
-81,323
208
$20.6M 0.1%
613,837
-34,654
209
$20.4M 0.1%
166,046
+37,658
210
$20.4M 0.1%
225,614
+198,155
211
$20.4M 0.1%
430,727
-69,106
212
$20.3M 0.09%
542,289
-37,465
213
$20.2M 0.09%
208,549
-4,657
214
$20.1M 0.09%
600,200
-8,837
215
$20M 0.09%
452,676
-298,213
216
$20M 0.09%
324,887
+8,976
217
$19.9M 0.09%
156,180
+12,983
218
$19.7M 0.09%
168,228
+50,254
219
$19.6M 0.09%
1,225,872
+60,240
220
$19.5M 0.09%
794,889
+108,577
221
$19.5M 0.09%
257,258
+7,525
222
$19.4M 0.09%
264,203
+2,380
223
$19.3M 0.09%
1,209,701
-92,819
224
$19.2M 0.09%
137,231
-8,547
225
$19.1M 0.09%
420,928
+16,068
7 8
9
10 11