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
1776
$734K ﹤0.01%
44,498
+15,238
1777
$734K ﹤0.01%
61,824
-19
1778
$734K ﹤0.01%
39,847
+4,215
1779
$733K ﹤0.01%
24,015
+908
1780
$733K ﹤0.01%
8,504
-747
1781
$731K ﹤0.01%
23,383
+446
1782
$728K ﹤0.01%
39,817
+1,638
1783
$728K ﹤0.01%
36,732
-1,821
1784
$727K ﹤0.01%
44,060
+12,886
1785
$724K ﹤0.01%
25,213
+4,457
1786
$723K ﹤0.01%
16,591
-162
1787
$722K ﹤0.01%
13,858
-899
1788
$722K ﹤0.01%
35,073
-500
1789
$722K ﹤0.01%
13,078
+289
1790
$720K ﹤0.01%
8,903
+343
1791
$720K ﹤0.01%
17,742
-2,706
1792
$719K ﹤0.01%
5,588
-2,344
1793
$719K ﹤0.01%
6,858
+82
1794
$719K ﹤0.01%
5,875
-472
1795
$718K ﹤0.01%
47,207
-8,854
1796
$718K ﹤0.01%
1,400
+120
1797
$713K ﹤0.01%
90,041
-815
1798
$713K ﹤0.01%
13,469
-602
1799
$710K ﹤0.01%
17,583
+248
1800
$710K ﹤0.01%
35,237
+14,914
70 71
72
73 74