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
2676
$238K ﹤0.01%
7,458
-592
2677
$238K ﹤0.01%
28,662
+59
2678
$238K ﹤0.01%
11,322
-167
2679
$237K ﹤0.01%
+5,930
2680
$237K ﹤0.01%
11,231
+481
2681
$237K ﹤0.01%
2,380
-433
2682
$237K ﹤0.01%
3,687
-389
2683
$237K ﹤0.01%
8,572
-5,375
2684
$237K ﹤0.01%
6,874
-106
2685
$236K ﹤0.01%
5,494
2686
$236K ﹤0.01%
5,207
-1,032
2687
$235K ﹤0.01%
7,800
-848
2688
$235K ﹤0.01%
6,154
+649
2689
$234K ﹤0.01%
7,691
-2,370
2690
$234K ﹤0.01%
18,845
-4,632
2691
$233K ﹤0.01%
6,679
-81
2692
$233K ﹤0.01%
4,122
+429
2693
$233K ﹤0.01%
34,076
-608
2694
$233K ﹤0.01%
+10,189
2695
$232K ﹤0.01%
11,355
-386
2696
$232K ﹤0.01%
26,051
-398
2697
$231K ﹤0.01%
4,057
+573
2698
$231K ﹤0.01%
8,706
-621
2699
$231K ﹤0.01%
16,610
-1,215
2700
$230K ﹤0.01%
48,768
-20
106 107
108
109 110