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
2826
$191K ﹤0.01%
+20,876
2827
$190K ﹤0.01%
23,019
-469
2828
$190K ﹤0.01%
12,903
+197
2829
$190K ﹤0.01%
9,845
+417
2830
$190K ﹤0.01%
15,430
+408
2831
$189K ﹤0.01%
77,800
+4,500
2832
$188K ﹤0.01%
+175,435
2833
$188K ﹤0.01%
40,765
-3,187
2834
$187K ﹤0.01%
12,564
-2,648
2835
$187K ﹤0.01%
41,941
-1,824
2836
$186K ﹤0.01%
37,724
-64
2837
$186K ﹤0.01%
+13,994
2838
$186K ﹤0.01%
19,777
2839
$186K ﹤0.01%
115,949
-17,376
2840
$186K ﹤0.01%
16,718
-4,756
2841
$185K ﹤0.01%
18,784
2842
$185K ﹤0.01%
14,930
+2,533
2843
$183K ﹤0.01%
15,514
+257
2844
$183K ﹤0.01%
18,527
+1,069
2845
$181K ﹤0.01%
+12,223
2846
$181K ﹤0.01%
10,312
+24
2847
$181K ﹤0.01%
12,359
-545
2848
$179K ﹤0.01%
15,899
-1,236
2849
$179K ﹤0.01%
21,771
-11
2850
$179K ﹤0.01%
12,824
+403
112 113
114
115 116