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
1626
$947K ﹤0.01%
9,036
-514
1627
$946K ﹤0.01%
13,965
-336
1628
$945K ﹤0.01%
47,650
+46
1629
$942K ﹤0.01%
22,166
-12,224
1630
$938K ﹤0.01%
30,185
-600
1631
$938K ﹤0.01%
18,317
-788
1632
$933K ﹤0.01%
57,852
+19,480
1633
$932K ﹤0.01%
3,132
+1,145
1634
$929K ﹤0.01%
57,624
+5,185
1635
$926K ﹤0.01%
15,852
-93,672
1636
$925K ﹤0.01%
43,002
+10,980
1637
$922K ﹤0.01%
35,888
-20,018
1638
$919K ﹤0.01%
100,361
+5,255
1639
$919K ﹤0.01%
+33,929
1640
$912K ﹤0.01%
16,798
+20
1641
$910K ﹤0.01%
22,930
+147
1642
$909K ﹤0.01%
3,755
+440
1643
$907K ﹤0.01%
120,025
+24,491
1644
$905K ﹤0.01%
19,735
-1,196
1645
$902K ﹤0.01%
31,611
-9,976
1646
$901K ﹤0.01%
9,855
-383
1647
$895K ﹤0.01%
48,267
-2,727
1648
$895K ﹤0.01%
36,325
-9,650
1649
$893K ﹤0.01%
106,320
+1,214
1650
$891K ﹤0.01%
108,477
-10,051
64 65
66
67 68