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
2501
$296K ﹤0.01%
13,492
-508
2502
$296K ﹤0.01%
13,535
-430
2503
$295K ﹤0.01%
1,566
-1,371
2504
$295K ﹤0.01%
12,080
+3,361
2505
$295K ﹤0.01%
15,628
+3,535
2506
$295K ﹤0.01%
10,125
-5,862
2507
$295K ﹤0.01%
7,325
+792
2508
$294K ﹤0.01%
17,463
+1,881
2509
$293K ﹤0.01%
1,675
+31
2510
$293K ﹤0.01%
6,049
+1,657
2511
$293K ﹤0.01%
20,206
-2,796
2512
$292K ﹤0.01%
34,126
-257
2513
$290K ﹤0.01%
+6,212
2514
$289K ﹤0.01%
3,658
+205
2515
$289K ﹤0.01%
10,889
-1,982
2516
$289K ﹤0.01%
17,144
-4,205
2517
$288K ﹤0.01%
9,931
+99
2518
$287K ﹤0.01%
3,210
+662
2519
$287K ﹤0.01%
1,802
+2
2520
$287K ﹤0.01%
2,533
-4,395
2521
$286K ﹤0.01%
3,342
-510
2522
$286K ﹤0.01%
21,696
+3,483
2523
$286K ﹤0.01%
+12,993
2524
$286K ﹤0.01%
5,432
-727
2525
$285K ﹤0.01%
3,614
-622
99 100
101
102 103