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
1751
$761K ﹤0.01%
25,684
+11,498
1752
$760K ﹤0.01%
19,166
+2,332
1753
$760K ﹤0.01%
23,440
+7,405
1754
$759K ﹤0.01%
29,082
-5,545
1755
$756K ﹤0.01%
+28,742
1756
$755K ﹤0.01%
18,198
-3,749
1757
$755K ﹤0.01%
80,057
-4,892
1758
$755K ﹤0.01%
29,530
-47,388
1759
$755K ﹤0.01%
16,917
-468
1760
$753K ﹤0.01%
16,243
-4,975
1761
$753K ﹤0.01%
31,796
+2,924
1762
$752K ﹤0.01%
16,950
+3,968
1763
$752K ﹤0.01%
7,952
+418
1764
$751K ﹤0.01%
32,240
-538
1765
$748K ﹤0.01%
60,730
+4,662
1766
$746K ﹤0.01%
34,942
-28
1767
$746K ﹤0.01%
9,393
-242
1768
$744K ﹤0.01%
26,074
+1,730
1769
$744K ﹤0.01%
56,476
+791
1770
$743K ﹤0.01%
4,556
-995
1771
$743K ﹤0.01%
31,071
-1,532
1772
$740K ﹤0.01%
665
-26
1773
$738K ﹤0.01%
5,356
+3,619
1774
$736K ﹤0.01%
1,417
+15
1775
$735K ﹤0.01%
142,359
-1,246
69 70
71
72 73