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
3001
$76K ﹤0.01%
15,755
+42
3002
$73K ﹤0.01%
14,936
+824
3003
$73K ﹤0.01%
26,744
-5,671
3004
$72K ﹤0.01%
19,786
-1,076
3005
$71K ﹤0.01%
22,600
3006
$71K ﹤0.01%
4,848
-301
3007
$70K ﹤0.01%
18,543
+74
3008
$69K ﹤0.01%
26,305
+3,186
3009
$69K ﹤0.01%
33,975
+3,746
3010
$69K ﹤0.01%
24,041
3011
$68K ﹤0.01%
+10,885
3012
$67K ﹤0.01%
10,062
3013
$66K ﹤0.01%
+35,670
3014
$65K ﹤0.01%
900
+12
3015
$65K ﹤0.01%
24,438
+21
3016
$64K ﹤0.01%
10,377
-1,131
3017
$63K ﹤0.01%
23,488
3018
$62K ﹤0.01%
93,556
-6,812
3019
$61K ﹤0.01%
17,289
-1,524
3020
$61K ﹤0.01%
31,829
+10,610
3021
$61K ﹤0.01%
100,660
-48
3022
$59K ﹤0.01%
33,216
-2,322
3023
$57K ﹤0.01%
20,164
-8,025
3024
$57K ﹤0.01%
11,674
-7,613
3025
$56K ﹤0.01%
24,674
+6,786
119 120
121
122 123