Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$822M 3.84%
4,798,552
-91,895
2
$704M 3.29%
1,793,210
+15,375
3
$463M 2.16%
1,077,764
+75,517
4
$453M 2.11%
1,263,784
+88,471
5
$362M 1.69%
1,147,011
+13,351
6
$337M 1.57%
6,295,606
-70,103
7
$330M 1.54%
1,555,832
+35,393
8
$290M 1.35%
2,278,591
+7,568
9
$247M 1.15%
5,675,090
+373,830
10
$232M 1.08%
543,172
+34,204
11
$197M 0.92%
562,396
+26,544
12
$173M 0.81%
3,505,783
+399,554
13
$164M 0.76%
2,347,167
+52,498
14
$155M 0.72%
1,686,485
+274,858
15
$147M 0.68%
6,218,499
-134,733
16
$138M 0.64%
888,627
+20,413
17
$138M 0.64%
997,788
+32,728
18
$133M 0.62%
531,774
-11,337
19
$130M 0.61%
2,726,478
-47,872
20
$128M 0.6%
976,452
-15,802
21
$127M 0.59%
2,901,764
+208,270
22
$117M 0.55%
1,241,563
+31,760
23
$115M 0.54%
423,669
-1,473
24
$114M 0.53%
1,522,116
-49,098
25
$112M 0.52%
849,151
+12,530
1
2 3 4 5