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
3076
$23K ﹤0.01%
28,205
-347
3077
$22K ﹤0.01%
11,300
3078
$22K ﹤0.01%
129,080
-11,128,480
3079
$21K ﹤0.01%
10,000
3080
$21K ﹤0.01%
1,581
3081
$21K ﹤0.01%
25,948
+933
3082
$20K ﹤0.01%
17,283
-11,524
3083
$19K ﹤0.01%
30,854
3084
$18K ﹤0.01%
997
-402
3085
$18K ﹤0.01%
1,356
+550
3086
$18K ﹤0.01%
178
+37
3087
$17K ﹤0.01%
847
+138
3088
$17K ﹤0.01%
16,195
-3,728
3089
$16K ﹤0.01%
13,238
-510
3090
$16K ﹤0.01%
15,617
-1,900
3091
$16K ﹤0.01%
+14,239
3092
$16K ﹤0.01%
531
-93
3093
$16K ﹤0.01%
12,000
-11
3094
$15K ﹤0.01%
2,815
+119
3095
$15K ﹤0.01%
19,442
3096
$15K ﹤0.01%
+10,241
3097
$15K ﹤0.01%
22,188
3098
$14K ﹤0.01%
1,100
-67
3099
$14K ﹤0.01%
16,485
-3,500
3100
$14K ﹤0.01%
20,000
122 123
124
125 126