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
1551
$1.04M ﹤0.01%
10,888
-932
1552
$1.04M ﹤0.01%
5,657
+937
1553
$1.04M ﹤0.01%
15,548
+693
1554
$1.03M ﹤0.01%
41,736
-52,129
1555
$1.03M ﹤0.01%
2,758
-84
1556
$1.03M ﹤0.01%
531,356
-14,491
1557
$1.03M ﹤0.01%
14,841
+192
1558
$1.03M ﹤0.01%
29,961
+5,833
1559
$1.03M ﹤0.01%
11,240
-3,352
1560
$1.03M ﹤0.01%
35,145
+5,785
1561
$1.03M ﹤0.01%
21,238
+635
1562
$1.03M ﹤0.01%
15,553
-812
1563
$1.02M ﹤0.01%
23,808
+5,218
1564
$1.02M ﹤0.01%
7,744
-5,465
1565
$1.02M ﹤0.01%
32,144
-3,712
1566
$1.02M ﹤0.01%
7,014
-54
1567
$1.02M ﹤0.01%
10,132
+2,078
1568
$1.02M ﹤0.01%
59,674
+1,074
1569
$1.02M ﹤0.01%
60,260
+1,126
1570
$1.02M ﹤0.01%
36,386
+27,695
1571
$1.02M ﹤0.01%
7,605
+2,321
1572
$1.02M ﹤0.01%
36,453
+1,046
1573
$1.01M ﹤0.01%
45,424
+65
1574
$1.01M ﹤0.01%
22,929
-2,923
1575
$1.01M ﹤0.01%
123,172
+899
61 62
63
64 65