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
1851
$665K ﹤0.01%
27,503
+9,142
1852
$664K ﹤0.01%
7,461
-660
1853
$662K ﹤0.01%
+33,703
1854
$662K ﹤0.01%
21,953
-1,007
1855
$662K ﹤0.01%
16,358
+146
1856
$660K ﹤0.01%
19,475
-3,676
1857
$660K ﹤0.01%
28,744
-10,722
1858
$659K ﹤0.01%
33,514
-11,460
1859
$658K ﹤0.01%
32,331
+227
1860
$658K ﹤0.01%
2,228
-242
1861
$657K ﹤0.01%
11,765
+4,441
1862
$657K ﹤0.01%
43,979
-2,390
1863
$657K ﹤0.01%
79,983
-10,820
1864
$654K ﹤0.01%
30,076
-9,752
1865
$654K ﹤0.01%
12,513
+612
1866
$654K ﹤0.01%
8,857
-1,082
1867
$652K ﹤0.01%
16,311
+45
1868
$652K ﹤0.01%
6,180
+2,764
1869
$651K ﹤0.01%
19,937
-131
1870
$651K ﹤0.01%
13,863
-1,040
1871
$651K ﹤0.01%
6,580
-26
1872
$651K ﹤0.01%
3,205
+256
1873
$650K ﹤0.01%
15,246
-228
1874
$650K ﹤0.01%
19,375
+205
1875
$649K ﹤0.01%
7,191
+855
73 74
75
76 77