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
1701
$819K ﹤0.01%
16,736
+10,967
1702
$818K ﹤0.01%
19,057
+2,362
1703
$817K ﹤0.01%
+14,251
1704
$817K ﹤0.01%
25,131
+6,913
1705
$816K ﹤0.01%
26,040
-5,816
1706
$814K ﹤0.01%
29,566
-992
1707
$813K ﹤0.01%
30,945
+2,340
1708
$811K ﹤0.01%
23,105
+989
1709
$810K ﹤0.01%
18,739
+1,409
1710
$809K ﹤0.01%
13,732
+2,492
1711
$809K ﹤0.01%
157,102
+826
1712
$809K ﹤0.01%
20,459
+295
1713
$806K ﹤0.01%
11,840
-849
1714
$805K ﹤0.01%
5,442
+1,863
1715
$803K ﹤0.01%
2,161
+39
1716
$803K ﹤0.01%
24,775
+732
1717
$802K ﹤0.01%
17,582
-117
1718
$801K ﹤0.01%
35,598
+2,380
1719
$801K ﹤0.01%
47,084
+244
1720
$800K ﹤0.01%
18,685
-1,515
1721
$799K ﹤0.01%
28,702
+2,227
1722
$799K ﹤0.01%
+8,701
1723
$797K ﹤0.01%
21,492
+2,115
1724
$793K ﹤0.01%
39,951
-4,477
1725
$792K ﹤0.01%
70,995
+603
67 68
69
70 71