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
2851
$179K ﹤0.01%
122,918
-25,425
2852
$178K ﹤0.01%
+10,444
2853
$178K ﹤0.01%
22,188
-261,637
2854
$177K ﹤0.01%
3,065
+457
2855
$177K ﹤0.01%
17,275
2856
$177K ﹤0.01%
12,191
+563
2857
$177K ﹤0.01%
9,047
-1,888
2858
$175K ﹤0.01%
34,505
-9,956
2859
$175K ﹤0.01%
7,005
+61
2860
$175K ﹤0.01%
27,506
+1,386
2861
$175K ﹤0.01%
22,178
-6,657
2862
$174K ﹤0.01%
17,021
+4,945
2863
$173K ﹤0.01%
14,241
-1,561
2864
$172K ﹤0.01%
10,593
-2,520
2865
$172K ﹤0.01%
34,648
+2,325
2866
$172K ﹤0.01%
2,033
-442
2867
$172K ﹤0.01%
79,137
-5,729
2868
$169K ﹤0.01%
76,253
+44,690
2869
$169K ﹤0.01%
119,250
-4,503
2870
$168K ﹤0.01%
35,423
+9
2871
$167K ﹤0.01%
10,026
-1,940
2872
$166K ﹤0.01%
21,347
+202
2873
$165K ﹤0.01%
54,538
+2,618
2874
$164K ﹤0.01%
25,318
-800
2875
$163K ﹤0.01%
13,451
-417
113 114
115
116 117