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
3026
$56K ﹤0.01%
25,649
-281
3027
$55K ﹤0.01%
+10,927
3028
$54K ﹤0.01%
15,000
+3,572
3029
$54K ﹤0.01%
1,411
+100
3030
$54K ﹤0.01%
14,873
+820
3031
$54K ﹤0.01%
1,494
+42
3032
$54K ﹤0.01%
99,761
3033
$53K ﹤0.01%
13,852
-7,943
3034
$53K ﹤0.01%
15,717
-770
3035
$53K ﹤0.01%
10,256
-1,132
3036
$52K ﹤0.01%
24,697
-1,429
3037
$51K ﹤0.01%
34,000
+23,425
3038
$51K ﹤0.01%
19,851
+1,500
3039
$51K ﹤0.01%
22,200
+2,200
3040
$51K ﹤0.01%
30,605
3041
$50K ﹤0.01%
17,054
-225
3042
$50K ﹤0.01%
29,708
-1,500
3043
$47K ﹤0.01%
17,030
+557
3044
$46K ﹤0.01%
18,038
+2,124
3045
$45K ﹤0.01%
815
-72
3046
$44K ﹤0.01%
20,000
3047
$44K ﹤0.01%
11,980
-14
3048
$44K ﹤0.01%
17,543
-1
3049
$43K ﹤0.01%
10,000
3050
$42K ﹤0.01%
1,762
-71
120 121
122
123 124