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
2801
$203K ﹤0.01%
40,937
-257
2802
$203K ﹤0.01%
1,943
2803
$203K ﹤0.01%
2,418
-3,037
2804
$203K ﹤0.01%
+4,722
2805
$203K ﹤0.01%
4,510
+148
2806
$202K ﹤0.01%
22,664
+21
2807
$202K ﹤0.01%
5,148
-1,676
2808
$201K ﹤0.01%
4,463
+116
2809
$201K ﹤0.01%
7,223
-462
2810
$201K ﹤0.01%
4,952
-45
2811
$201K ﹤0.01%
2,312
-82
2812
$200K ﹤0.01%
1,794
-258
2813
$200K ﹤0.01%
+1,635
2814
$200K ﹤0.01%
+5,463
2815
$198K ﹤0.01%
53,984
+130
2816
$198K ﹤0.01%
11,343
+29
2817
$196K ﹤0.01%
16,471
+51
2818
$195K ﹤0.01%
38,148
+8,036
2819
$194K ﹤0.01%
+7,083
2820
$193K ﹤0.01%
116,691
-12,200
2821
$192K ﹤0.01%
17,446
+615
2822
$192K ﹤0.01%
13,963
+883
2823
$192K ﹤0.01%
80,373
-36,675
2824
$192K ﹤0.01%
27,661
-2,816
2825
$191K ﹤0.01%
17,407
+96
111 112
113
114 115