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
1651
$890K ﹤0.01%
21,202
+2,936
1652
$888K ﹤0.01%
54,267
-59
1653
$887K ﹤0.01%
30,330
-855
1654
$886K ﹤0.01%
10,891
-5,134
1655
$885K ﹤0.01%
31,627
-1,368
1656
$881K ﹤0.01%
16,764
-2,349
1657
$881K ﹤0.01%
6,221
+1,167
1658
$879K ﹤0.01%
11,994
-26
1659
$878K ﹤0.01%
45,315
+8,988
1660
$877K ﹤0.01%
20,721
-462
1661
$877K ﹤0.01%
45,604
-8,475
1662
$874K ﹤0.01%
33,358
+17,653
1663
$874K ﹤0.01%
12,823
+590
1664
$873K ﹤0.01%
18,891
-3,685
1665
$872K ﹤0.01%
27,067
-2,337
1666
$868K ﹤0.01%
35,788
+2,144
1667
$868K ﹤0.01%
11,530
+5,735
1668
$868K ﹤0.01%
8,166
+2,120
1669
$867K ﹤0.01%
9,177
-227
1670
$860K ﹤0.01%
28,063
-1,110
1671
$859K ﹤0.01%
10,348
-741
1672
$856K ﹤0.01%
14,952
-18,400
1673
$856K ﹤0.01%
11,580
-8,690
1674
$856K ﹤0.01%
25,789
-71,970
1675
$855K ﹤0.01%
20,807
-187
65 66
67
68 69