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
1876
$648K ﹤0.01%
7,671
-15,271
1877
$648K ﹤0.01%
6,467
+752
1878
$648K ﹤0.01%
19,238
+638
1879
$648K ﹤0.01%
7,798
-311
1880
$648K ﹤0.01%
19,342
-625
1881
$648K ﹤0.01%
16,435
-2,274
1882
$646K ﹤0.01%
15,131
-1,009
1883
$645K ﹤0.01%
16,574
-400
1884
$645K ﹤0.01%
35,579
+24,924
1885
$645K ﹤0.01%
17,342
-3,201
1886
$645K ﹤0.01%
40,181
-17,377
1887
$644K ﹤0.01%
53,732
-2,837
1888
$644K ﹤0.01%
+26,562
1889
$643K ﹤0.01%
11,296
-1,243
1890
$642K ﹤0.01%
21,849
-4,217
1891
$640K ﹤0.01%
17,299
-186
1892
$640K ﹤0.01%
21,223
-452
1893
$636K ﹤0.01%
22,742
-2,627
1894
$636K ﹤0.01%
31,171
-2,175
1895
$635K ﹤0.01%
4,296
-137
1896
$634K ﹤0.01%
42,874
+8,235
1897
$631K ﹤0.01%
55,886
+7,050
1898
$631K ﹤0.01%
65,089
-16,342
1899
$631K ﹤0.01%
12,152
-352
1900
$631K ﹤0.01%
3,758
+1,871
74 75
76
77 78