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
1826
$693K ﹤0.01%
30,400
+6,597
1827
$690K ﹤0.01%
67,566
-1,197
1828
$688K ﹤0.01%
3,787
-903
1829
$687K ﹤0.01%
9,481
+988
1830
$685K ﹤0.01%
22,037
-11,579
1831
$684K ﹤0.01%
29,804
+3,041
1832
$682K ﹤0.01%
36,100
1833
$682K ﹤0.01%
12,501
+14
1834
$679K ﹤0.01%
1,469
-403
1835
$678K ﹤0.01%
27,592
+3,354
1836
$678K ﹤0.01%
6,340
+1,113
1837
$677K ﹤0.01%
8,782
+73
1838
$676K ﹤0.01%
17,251
+219
1839
$674K ﹤0.01%
53,379
-2,541
1840
$674K ﹤0.01%
24,751
-1,295
1841
$673K ﹤0.01%
12,592
+255
1842
$673K ﹤0.01%
5,801
-235
1843
$672K ﹤0.01%
28,074
-50,629
1844
$672K ﹤0.01%
12,054
-2,343
1845
$671K ﹤0.01%
35,248
-709
1846
$671K ﹤0.01%
45,519
-611
1847
$669K ﹤0.01%
25,072
-74,127
1848
$667K ﹤0.01%
4,005
+413
1849
$666K ﹤0.01%
15,890
+1,009
1850
$666K ﹤0.01%
12,141
+1,975
72 73
74
75 76