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
2876
$161K ﹤0.01%
14,259
-972
2877
$161K ﹤0.01%
52,730
-6,094
2878
$160K ﹤0.01%
11,918
2879
$160K ﹤0.01%
22,956
-267
2880
$159K ﹤0.01%
+10,644
2881
$158K ﹤0.01%
34,335
-408
2882
$158K ﹤0.01%
25,200
+5,000
2883
$157K ﹤0.01%
50,284
-1,573
2884
$157K ﹤0.01%
11,532
+698
2885
$156K ﹤0.01%
19,173
-7,000
2886
$155K ﹤0.01%
13,189
-3,677
2887
$152K ﹤0.01%
35,639
-244
2888
$152K ﹤0.01%
+13,997
2889
$150K ﹤0.01%
30,356
+817
2890
$150K ﹤0.01%
15,316
-2,000
2891
$150K ﹤0.01%
53,121
-250
2892
$149K ﹤0.01%
20,660
-82
2893
$149K ﹤0.01%
17,580
-407
2894
$147K ﹤0.01%
+14,503
2895
$147K ﹤0.01%
31,940
-505
2896
$146K ﹤0.01%
18,985
-96
2897
$144K ﹤0.01%
10,471
-1,033
2898
$143K ﹤0.01%
39,223
-16,974
2899
$143K ﹤0.01%
11,492
-765
2900
$143K ﹤0.01%
+13,411
114 115
116
117 118