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
2626
$255K ﹤0.01%
+5,576
2627
$254K ﹤0.01%
+2,250
2628
$254K ﹤0.01%
16,433
+883
2629
$253K ﹤0.01%
7,871
-475
2630
$253K ﹤0.01%
25,431
+1,801
2631
$253K ﹤0.01%
28,821
+221
2632
$252K ﹤0.01%
11,323
-1,689
2633
$252K ﹤0.01%
10,216
-4,816
2634
$252K ﹤0.01%
6,341
-325
2635
$251K ﹤0.01%
1,941
-457
2636
$251K ﹤0.01%
2,617
-148
2637
$250K ﹤0.01%
4,500
-377
2638
$250K ﹤0.01%
1,401
+28
2639
$250K ﹤0.01%
7,786
-577
2640
$250K ﹤0.01%
10,842
-3,880
2641
$250K ﹤0.01%
22,457
+1,472
2642
$250K ﹤0.01%
5,970
-2,642
2643
$249K ﹤0.01%
+3,069
2644
$249K ﹤0.01%
2,809
-1,253
2645
$249K ﹤0.01%
30,994
+1,399
2646
$249K ﹤0.01%
2,607
-7,533
2647
$249K ﹤0.01%
2,800
2648
$249K ﹤0.01%
6,399
-893
2649
$248K ﹤0.01%
692
-40
2650
$248K ﹤0.01%
12,894
-732
104 105
106
107 108