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
2776
$208K ﹤0.01%
903
-105
2777
$208K ﹤0.01%
5,226
-491
2778
$208K ﹤0.01%
12,712
+20
2779
$208K ﹤0.01%
4,960
-236,307
2780
$208K ﹤0.01%
6,696
-46
2781
$208K ﹤0.01%
22,436
-10,875
2782
$208K ﹤0.01%
6,916
-263
2783
$208K ﹤0.01%
12,701
+865
2784
$207K ﹤0.01%
3,973
-839
2785
$207K ﹤0.01%
+4,590
2786
$207K ﹤0.01%
+3,786
2787
$206K ﹤0.01%
7,511
-1,499
2788
$206K ﹤0.01%
2,258
-195
2789
$206K ﹤0.01%
16,593
-392
2790
$206K ﹤0.01%
12,757
+1,405
2791
$206K ﹤0.01%
1,429
-37
2792
$206K ﹤0.01%
16,629
-69,406
2793
$206K ﹤0.01%
20,423
+7,856
2794
$205K ﹤0.01%
4,312
-474
2795
$205K ﹤0.01%
1,745
+62
2796
$204K ﹤0.01%
39,831
+9,675
2797
$204K ﹤0.01%
+8,161
2798
$204K ﹤0.01%
24,041
-356
2799
$204K ﹤0.01%
4,252
-925
2800
$203K ﹤0.01%
20,571
-3,640
110 111
112
113 114