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
2526
$285K ﹤0.01%
+2,905
2527
$285K ﹤0.01%
12,445
-2,312
2528
$285K ﹤0.01%
5,991
-106
2529
$284K ﹤0.01%
10,918
-853
2530
$284K ﹤0.01%
6,001
-1,399
2531
$284K ﹤0.01%
74,506
+680
2532
$284K ﹤0.01%
+4,226
2533
$283K ﹤0.01%
27,987
-1,175
2534
$283K ﹤0.01%
10,572
+693
2535
$283K ﹤0.01%
8,606
-5,010
2536
$283K ﹤0.01%
18,733
+1,029
2537
$283K ﹤0.01%
+7,020
2538
$283K ﹤0.01%
755
+44
2539
$283K ﹤0.01%
4,977
-979
2540
$283K ﹤0.01%
10,109
2541
$282K ﹤0.01%
4,430
+410
2542
$282K ﹤0.01%
31,490
+857
2543
$282K ﹤0.01%
9,280
+670
2544
$281K ﹤0.01%
3,710
+12
2545
$281K ﹤0.01%
55,612
+33,307
2546
$281K ﹤0.01%
7,387
-308
2547
$280K ﹤0.01%
5,422
-544
2548
$280K ﹤0.01%
13,710
+200
2549
$278K ﹤0.01%
16,025
-4,572
2550
$278K ﹤0.01%
30,149
+509
100 101
102
103 104