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
2651
$248K ﹤0.01%
8,852
+255
2652
$248K ﹤0.01%
18,510
-4,721
2653
$248K ﹤0.01%
10,971
-421
2654
$247K ﹤0.01%
5,554
-179
2655
$246K ﹤0.01%
2,630
-120
2656
$245K ﹤0.01%
9,381
-1,443
2657
$245K ﹤0.01%
10,264
-175
2658
$245K ﹤0.01%
2,944
-66
2659
$244K ﹤0.01%
3,188
-50
2660
$244K ﹤0.01%
11,768
-994
2661
$244K ﹤0.01%
9,884
+385
2662
$243K ﹤0.01%
11,494
-1,227
2663
$243K ﹤0.01%
9,300
2664
$243K ﹤0.01%
7,599
-576
2665
$243K ﹤0.01%
8,923
-146
2666
$243K ﹤0.01%
10,732
-4,200
2667
$242K ﹤0.01%
23,437
+2,219
2668
$242K ﹤0.01%
7,462
-369
2669
$242K ﹤0.01%
23,103
-63
2670
$240K ﹤0.01%
1,337
-353
2671
$240K ﹤0.01%
+4,424
2672
$239K ﹤0.01%
+2,322
2673
$239K ﹤0.01%
20,047
+231
2674
$239K ﹤0.01%
+5,821
2675
$239K ﹤0.01%
13,399
+2,433
105 106
107
108 109