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
3101
$13K ﹤0.01%
12,166
3102
$13K ﹤0.01%
10,992
-36,500
3103
$12K ﹤0.01%
+10,513
3104
$12K ﹤0.01%
10,000
3105
$12K ﹤0.01%
342
-9
3106
$11K ﹤0.01%
+1,833
3107
$11K ﹤0.01%
1,215
+250
3108
$10K ﹤0.01%
826
-50
3109
$10K ﹤0.01%
10,200
3110
$10K ﹤0.01%
878
3111
$10K ﹤0.01%
12,980
-1,000
3112
$10K ﹤0.01%
+1,050
3113
$10K ﹤0.01%
2,400
3114
$9K ﹤0.01%
1,545
-244
3115
$9K ﹤0.01%
750
3116
$8K ﹤0.01%
1,708
-509
3117
$7K ﹤0.01%
10,125
-208
3118
$6K ﹤0.01%
+10,800
3119
$5K ﹤0.01%
20,075
+4,843
3120
$5K ﹤0.01%
508
3121
$5K ﹤0.01%
5,147
+107
3122
$5K ﹤0.01%
73,400
3123
$4K ﹤0.01%
850
+349
3124
$4K ﹤0.01%
11,000
3125
$4K ﹤0.01%
+1,450
123 124
125
126 127