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
2576
$267K ﹤0.01%
4,025
+140
2577
$267K ﹤0.01%
3,398
+25
2578
$267K ﹤0.01%
15,863
-450
2579
$266K ﹤0.01%
13,112
+1,853
2580
$266K ﹤0.01%
37,297
-6,258
2581
$266K ﹤0.01%
8,538
+734
2582
$265K ﹤0.01%
8,377
-327
2583
$265K ﹤0.01%
15,911
+2,284
2584
$265K ﹤0.01%
9,549
-286
2585
$265K ﹤0.01%
11,182
-15,254
2586
$265K ﹤0.01%
138,172
+3,840
2587
$265K ﹤0.01%
18,652
+766
2588
$265K ﹤0.01%
6,132
+291
2589
$265K ﹤0.01%
47,190
-2,317
2590
$265K ﹤0.01%
15,528
-314
2591
$265K ﹤0.01%
9,375
-156
2592
$264K ﹤0.01%
12,940
+1,276
2593
$263K ﹤0.01%
3,872
-376
2594
$263K ﹤0.01%
+5,711
2595
$263K ﹤0.01%
+3,126
2596
$262K ﹤0.01%
5,438
-152,754
2597
$262K ﹤0.01%
12,035
-11,335
2598
$262K ﹤0.01%
25,546
+317
2599
$262K ﹤0.01%
6,530
-321
2600
$261K ﹤0.01%
8,395
-6
102 103
104
105 106