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
2601
$261K ﹤0.01%
3,331
-56
2602
$261K ﹤0.01%
122,640
+19,858
2603
$261K ﹤0.01%
2,162
-217
2604
$261K ﹤0.01%
+8,163
2605
$260K ﹤0.01%
571
-369
2606
$260K ﹤0.01%
6,927
-5,910
2607
$260K ﹤0.01%
6,826
-3,639
2608
$259K ﹤0.01%
1,442
-41
2609
$259K ﹤0.01%
+9,609
2610
$258K ﹤0.01%
11,610
-5,575
2611
$258K ﹤0.01%
20,690
+2,137
2612
$258K ﹤0.01%
7,033
-923
2613
$258K ﹤0.01%
7,629
-730
2614
$258K ﹤0.01%
10,772
+859
2615
$257K ﹤0.01%
+11,868
2616
$257K ﹤0.01%
10,412
+356
2617
$257K ﹤0.01%
9,371
-7,978
2618
$257K ﹤0.01%
3,819
-21,190
2619
$257K ﹤0.01%
5,592
-7,829
2620
$256K ﹤0.01%
8,598
+866
2621
$256K ﹤0.01%
6,014
-394
2622
$256K ﹤0.01%
3,563
-89
2623
$255K ﹤0.01%
21,146
-11,391
2624
$255K ﹤0.01%
13,672
-990
2625
$255K ﹤0.01%
+10,161
103 104
105
106 107