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
2926
$125K ﹤0.01%
46,888
-9,614
2927
$125K ﹤0.01%
+12,160
2928
$124K ﹤0.01%
36,284
-1,671
2929
$123K ﹤0.01%
18,979
-10,285
2930
$123K ﹤0.01%
4,455
-1,222
2931
$122K ﹤0.01%
19,916
2932
$122K ﹤0.01%
10,495
-640
2933
$121K ﹤0.01%
10,468
+398
2934
$121K ﹤0.01%
12,844
+63
2935
$120K ﹤0.01%
15,907
+62
2936
$119K ﹤0.01%
15,225
-435
2937
$119K ﹤0.01%
11,433
-4,965
2938
$119K ﹤0.01%
17,469
-2,013
2939
$118K ﹤0.01%
22,278
-403
2940
$118K ﹤0.01%
17,560
-1,918
2941
$117K ﹤0.01%
24,063
+312
2942
$117K ﹤0.01%
14,871
+722
2943
$116K ﹤0.01%
81,534
+6,000
2944
$115K ﹤0.01%
1,684
-182
2945
$115K ﹤0.01%
310,594
+54,000
2946
$115K ﹤0.01%
99,530
-4,306
2947
$110K ﹤0.01%
+15,777
2948
$109K ﹤0.01%
+10,274
2949
$108K ﹤0.01%
46,324
+74
2950
$107K ﹤0.01%
+16,275
116 117
118
119 120