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
1726
$789K ﹤0.01%
+26,613
1727
$787K ﹤0.01%
24,695
1728
$787K ﹤0.01%
22,501
-52
1729
$785K ﹤0.01%
33,868
+7,252
1730
$785K ﹤0.01%
103,333
-17,710
1731
$783K ﹤0.01%
+62,224
1732
$781K ﹤0.01%
12,064
+713
1733
$780K ﹤0.01%
24,359
-1,436
1734
$780K ﹤0.01%
82,297
+2,599
1735
$779K ﹤0.01%
127,924
-574
1736
$779K ﹤0.01%
78,505
-19,405
1737
$777K ﹤0.01%
15,026
-582
1738
$776K ﹤0.01%
34,289
-7,200
1739
$775K ﹤0.01%
75,720
-15,356
1740
$772K ﹤0.01%
23,934
-743
1741
$772K ﹤0.01%
31,400
-5,620
1742
$769K ﹤0.01%
11,469
+802
1743
$768K ﹤0.01%
11,382
-500
1744
$767K ﹤0.01%
40,720
-2,240
1745
$767K ﹤0.01%
75,904
+4,679
1746
$766K ﹤0.01%
33,446
+6,368
1747
$766K ﹤0.01%
28,214
+12,886
1748
$765K ﹤0.01%
11,423
-9,243
1749
$763K ﹤0.01%
9,658
-2,696
1750
$762K ﹤0.01%
16,130
-571
68 69
70
71 72