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
2951
$107K ﹤0.01%
11,134
-200
2952
$107K ﹤0.01%
25,289
+348
2953
$106K ﹤0.01%
24,164
+127
2954
$106K ﹤0.01%
12,442
+1,802
2955
$105K ﹤0.01%
15,338
2956
$104K ﹤0.01%
10,295
-3,252
2957
$104K ﹤0.01%
11,275
+968
2958
$104K ﹤0.01%
+19,880
2959
$103K ﹤0.01%
16,264
+147
2960
$102K ﹤0.01%
30,319
-20,498
2961
$101K ﹤0.01%
+4,731
2962
$101K ﹤0.01%
+18,178
2963
$100K ﹤0.01%
11,102
-431
2964
$99K ﹤0.01%
36,540
+7,700
2965
$98K ﹤0.01%
2,090
+301
2966
$95K ﹤0.01%
422
-8
2967
$94K ﹤0.01%
12,527
-2,254
2968
$93K ﹤0.01%
21,137
+1,871
2969
$92K ﹤0.01%
+13,500
2970
$92K ﹤0.01%
16,617
2971
$91K ﹤0.01%
10,557
-3,621
2972
$91K ﹤0.01%
29,819
-2,625
2973
$91K ﹤0.01%
25,453
+748
2974
$91K ﹤0.01%
17,068
-440
2975
$91K ﹤0.01%
19,954
+4,114
117 118
119
120 121