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
1601
$977K ﹤0.01%
108,107
+5,362
1602
$975K ﹤0.01%
29,753
-180
1603
$974K ﹤0.01%
33,933
+1,567
1604
$972K ﹤0.01%
32,215
+8,664
1605
$971K ﹤0.01%
35,922
+7,594
1606
$971K ﹤0.01%
21,329
-65,300
1607
$969K ﹤0.01%
51,733
+5,373
1608
$968K ﹤0.01%
41,749
-4,891
1609
$966K ﹤0.01%
28,493
+11,150
1610
$962K ﹤0.01%
17,211
+2,243
1611
$962K ﹤0.01%
40,962
+22,052
1612
$961K ﹤0.01%
34,873
+12,422
1613
$961K ﹤0.01%
31,153
-2,332
1614
$959K ﹤0.01%
54,346
-161
1615
$959K ﹤0.01%
16,477
+4,729
1616
$959K ﹤0.01%
41,343
+9,801
1617
$956K ﹤0.01%
22,636
+1,436
1618
$954K ﹤0.01%
38,723
-18,504
1619
$953K ﹤0.01%
29,354
-3,384
1620
$951K ﹤0.01%
18,454
+2,823
1621
$951K ﹤0.01%
47,765
-141
1622
$950K ﹤0.01%
17,017
-255
1623
$949K ﹤0.01%
856
+520
1624
$948K ﹤0.01%
24,184
+844
1625
$948K ﹤0.01%
+24,390
63 64
65
66 67