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
2901
$142K ﹤0.01%
16,202
-4,720
2902
$142K ﹤0.01%
28,886
-11,500
2903
$140K ﹤0.01%
21,886
2904
$140K ﹤0.01%
15,268
+433
2905
$140K ﹤0.01%
22,374
+258
2906
$139K ﹤0.01%
14,490
-420
2907
$138K ﹤0.01%
47,373
-57
2908
$137K ﹤0.01%
21,246
+5,750
2909
$137K ﹤0.01%
29,338
-2,083
2910
$136K ﹤0.01%
14,915
+4,728
2911
$136K ﹤0.01%
10,214
2912
$136K ﹤0.01%
22,699
-1,481
2913
$135K ﹤0.01%
16,781
+1,986
2914
$134K ﹤0.01%
75,651
+14,716
2915
$134K ﹤0.01%
+11,000
2916
$134K ﹤0.01%
17,390
+6,198
2917
$132K ﹤0.01%
14,000
+4,000
2918
$132K ﹤0.01%
33,601
+300
2919
$131K ﹤0.01%
14,691
+109
2920
$131K ﹤0.01%
40,100
2921
$131K ﹤0.01%
34,888
+1,650
2922
$129K ﹤0.01%
14,281
-2,124
2923
$128K ﹤0.01%
21,480
-2,392
2924
$128K ﹤0.01%
20,950
-5,800
2925
$126K ﹤0.01%
11,250
-1,010
115 116
117
118 119