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
2476
$307K ﹤0.01%
41,446
+149
2477
$307K ﹤0.01%
4,085
2478
$307K ﹤0.01%
9,282
-1,215
2479
$304K ﹤0.01%
10,621
-14,191
2480
$304K ﹤0.01%
61,494
+582
2481
$304K ﹤0.01%
45,240
-244
2482
$304K ﹤0.01%
+8,935
2483
$303K ﹤0.01%
2,906
-31,227
2484
$303K ﹤0.01%
4,920
+1,159
2485
$302K ﹤0.01%
3,993
-575
2486
$302K ﹤0.01%
3,094
2487
$302K ﹤0.01%
6,647
-827
2488
$302K ﹤0.01%
8,911
-225
2489
$301K ﹤0.01%
9,126
+622
2490
$300K ﹤0.01%
6,580
+104
2491
$300K ﹤0.01%
4,683
+232
2492
$300K ﹤0.01%
9,485
-131
2493
$300K ﹤0.01%
21,443
-486
2494
$299K ﹤0.01%
4,716
-462
2495
$299K ﹤0.01%
2,080
+110
2496
$299K ﹤0.01%
13,212
+726
2497
$299K ﹤0.01%
17,473
-2,710
2498
$298K ﹤0.01%
3,958
-944
2499
$298K ﹤0.01%
11,700
-3,468
2500
$297K ﹤0.01%
7,206
-595
98 99
100
101 102