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
2701
$230K ﹤0.01%
79,316
2702
$230K ﹤0.01%
39,267
2703
$230K ﹤0.01%
9,297
+1,002
2704
$229K ﹤0.01%
4,840
-80
2705
$229K ﹤0.01%
12,843
-2,769
2706
$228K ﹤0.01%
6,425
-50
2707
$228K ﹤0.01%
8,311
-105
2708
$228K ﹤0.01%
+2,186
2709
$227K ﹤0.01%
11,008
-320
2710
$227K ﹤0.01%
8,271
-48,618
2711
$226K ﹤0.01%
1,314
-332
2712
$226K ﹤0.01%
20,518
-287
2713
$226K ﹤0.01%
10,026
-123,025
2714
$225K ﹤0.01%
17,427
-1,233
2715
$225K ﹤0.01%
41,178
-5,369
2716
$225K ﹤0.01%
18,008
+336
2717
$224K ﹤0.01%
10,995
-2,001
2718
$224K ﹤0.01%
9,180
-12,467
2719
$224K ﹤0.01%
+4,379
2720
$223K ﹤0.01%
+887
2721
$223K ﹤0.01%
4,018
-24
2722
$223K ﹤0.01%
680
-12
2723
$223K ﹤0.01%
+11,369
2724
$223K ﹤0.01%
16,833
-1,577
2725
$222K ﹤0.01%
2,796
-12
107 108
109
110 111