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
1801
$710K ﹤0.01%
21,332
+710
1802
$710K ﹤0.01%
30,573
1803
$709K ﹤0.01%
19,206
+8,590
1804
$708K ﹤0.01%
15,013
-17,865
1805
$708K ﹤0.01%
7,075
-2
1806
$707K ﹤0.01%
6,871
+203
1807
$707K ﹤0.01%
37,027
-10,184
1808
$701K ﹤0.01%
84,181
-4,228
1809
$701K ﹤0.01%
39,496
-2,775
1810
$701K ﹤0.01%
8,400
+1,815
1811
$701K ﹤0.01%
19,129
-1,132
1812
$701K ﹤0.01%
14,368
+1,713
1813
$701K ﹤0.01%
10,698
+2,759
1814
$700K ﹤0.01%
29,408
-89
1815
$699K ﹤0.01%
7,446
-357
1816
$698K ﹤0.01%
16,870
-2,084
1817
$697K ﹤0.01%
+28,481
1818
$697K ﹤0.01%
+39,995
1819
$697K ﹤0.01%
156,656
+2,239
1820
$696K ﹤0.01%
40,740
-57,152
1821
$695K ﹤0.01%
10,089
-1,686
1822
$695K ﹤0.01%
15,687
-145
1823
$695K ﹤0.01%
22,362
-4,370
1824
$693K ﹤0.01%
13,636
-1,707
1825
$693K ﹤0.01%
38,290
71 72
73
74 75