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
1676
$855K ﹤0.01%
8,103
+521
1677
$854K ﹤0.01%
17,165
+7,296
1678
$854K ﹤0.01%
31,708
-12,737
1679
$852K ﹤0.01%
14,324
-357
1680
$851K ﹤0.01%
15,098
-1,150
1681
$850K ﹤0.01%
12,718
-20
1682
$849K ﹤0.01%
12,686
-1,451
1683
$848K ﹤0.01%
27,898
+392
1684
$848K ﹤0.01%
6,712
-2,371
1685
$843K ﹤0.01%
5,048
-610
1686
$840K ﹤0.01%
19,395
-2,614
1687
$839K ﹤0.01%
8,528
-90
1688
$839K ﹤0.01%
32,683
+2,929
1689
$839K ﹤0.01%
18,301
-3,348
1690
$837K ﹤0.01%
+15,639
1691
$837K ﹤0.01%
27,493
-17,214
1692
$836K ﹤0.01%
25,856
+1,838
1693
$835K ﹤0.01%
4,428
-717
1694
$833K ﹤0.01%
25,311
-9,700
1695
$833K ﹤0.01%
4,890
+53
1696
$830K ﹤0.01%
14,381
-1,164
1697
$828K ﹤0.01%
147,612
+12,817
1698
$827K ﹤0.01%
23,881
-587
1699
$820K ﹤0.01%
34,522
+7,951
1700
$819K ﹤0.01%
45,206
-1,431
66 67
68
69 70