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
2976
$89K ﹤0.01%
11,326
-615
2977
$88K ﹤0.01%
17,973
+6,360
2978
$86K ﹤0.01%
23,082
+1,404
2979
$85K ﹤0.01%
10,353
-195
2980
$85K ﹤0.01%
+12,339
2981
$85K ﹤0.01%
10,405
2982
$85K ﹤0.01%
11,097
-1,832
2983
$84K ﹤0.01%
13,478
2984
$84K ﹤0.01%
12,053
-19,800
2985
$84K ﹤0.01%
34,922
2986
$83K ﹤0.01%
13,833
-9,919
2987
$82K ﹤0.01%
28,925
+3,397
2988
$82K ﹤0.01%
20,239
2989
$82K ﹤0.01%
13,196
2990
$82K ﹤0.01%
22,280
2991
$80K ﹤0.01%
8,979
-151
2992
$79K ﹤0.01%
39,395
+818
2993
$79K ﹤0.01%
11,926
-1,416
2994
$79K ﹤0.01%
13,900
2995
$78K ﹤0.01%
18,999
+1,754
2996
$78K ﹤0.01%
11,713
-2,897
2997
$77K ﹤0.01%
3,307
2998
$77K ﹤0.01%
10,894
+55
2999
$76K ﹤0.01%
85,201
+8,590
3000
$76K ﹤0.01%
+12,418
118 119
120
121 122