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
1576
$1.01M ﹤0.01%
21,298
-878
1577
$1.01M ﹤0.01%
110,190
-1,653
1578
$1.01M ﹤0.01%
8,818
-20,061
1579
$1.01M ﹤0.01%
55,326
-86,187
1580
$1.01M ﹤0.01%
24,019
+3,447
1581
$1.01M ﹤0.01%
13,760
-2,024
1582
$1.01M ﹤0.01%
22,137
-6,162
1583
$1.01M ﹤0.01%
390,387
+38,081
1584
$1.01M ﹤0.01%
12,894
-821
1585
$1.01M ﹤0.01%
18,774
+635
1586
$1M ﹤0.01%
32,553
+20,458
1587
$1M ﹤0.01%
19,354
-1,472
1588
$999K ﹤0.01%
20,110
-104
1589
$998K ﹤0.01%
16,819
-3,330
1590
$998K ﹤0.01%
76,873
+12,960
1591
$992K ﹤0.01%
29,438
+9,612
1592
$992K ﹤0.01%
28,844
-1,207
1593
$988K ﹤0.01%
34,591
-8,121
1594
$987K ﹤0.01%
62,603
+1,669
1595
$985K ﹤0.01%
16,504
+3,742
1596
$984K ﹤0.01%
7,935
+386
1597
$983K ﹤0.01%
22,457
+56
1598
$981K ﹤0.01%
21,694
+2,000
1599
$981K ﹤0.01%
9,768
-299
1600
$979K ﹤0.01%
14,056
+781
62 63
64
65 66