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
2551
$278K ﹤0.01%
8,656
-265
2552
$277K ﹤0.01%
25,908
-601
2553
$277K ﹤0.01%
30,404
+186
2554
$277K ﹤0.01%
2,142
+747
2555
$277K ﹤0.01%
8,947
+831
2556
$276K ﹤0.01%
+5,159
2557
$276K ﹤0.01%
7,234
+16
2558
$276K ﹤0.01%
10,702
-581
2559
$275K ﹤0.01%
3,665
-194
2560
$275K ﹤0.01%
61,146
+28,154
2561
$275K ﹤0.01%
689
+16
2562
$275K ﹤0.01%
10,625
+1,441
2563
$274K ﹤0.01%
14,121
-3,246
2564
$273K ﹤0.01%
3,988
+365
2565
$273K ﹤0.01%
25,325
-350
2566
$273K ﹤0.01%
6,102
-185
2567
$271K ﹤0.01%
+9,850
2568
$271K ﹤0.01%
1,645
+149
2569
$271K ﹤0.01%
20,943
-118,349
2570
$270K ﹤0.01%
18,663
-2,367
2571
$270K ﹤0.01%
4,854
+22
2572
$269K ﹤0.01%
6,532
2573
$269K ﹤0.01%
40,171
-1,008
2574
$268K ﹤0.01%
+12,637
2575
$268K ﹤0.01%
+19,938
101 102
103
104 105