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
3051
$42K ﹤0.01%
15,982
-7,700
3052
$40K ﹤0.01%
13,919
-734
3053
$40K ﹤0.01%
1,703
3054
$40K ﹤0.01%
10,825
-350
3055
$39K ﹤0.01%
37,575
+3,500
3056
$38K ﹤0.01%
17,577
+347
3057
$38K ﹤0.01%
+12,584
3058
$38K ﹤0.01%
11,472
-4,715
3059
$37K ﹤0.01%
2,184
3060
$37K ﹤0.01%
+16,000
3061
$36K ﹤0.01%
1,593
+463
3062
$36K ﹤0.01%
127,860
-2,680
3063
$35K ﹤0.01%
20,265
3064
$35K ﹤0.01%
27,780
3065
$35K ﹤0.01%
11,410
3066
$34K ﹤0.01%
10,327
3067
$33K ﹤0.01%
17,334
-24,300
3068
$32K ﹤0.01%
12,434
+1,545
3069
$30K ﹤0.01%
10,422
-1,702
3070
$30K ﹤0.01%
92,060
-6,100
3071
$29K ﹤0.01%
1,550
-240
3072
$29K ﹤0.01%
15,155
+175
3073
$25K ﹤0.01%
14,950
3074
$24K ﹤0.01%
10,000
3075
$23K ﹤0.01%
26,599
+1,481
121 122
123
124 125