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
1901
$630K ﹤0.01%
11,935
+2,869
1902
$630K ﹤0.01%
27,109
-55,116
1903
$629K ﹤0.01%
33,491
-198
1904
$629K ﹤0.01%
12,216
+48
1905
$628K ﹤0.01%
43,557
+13,683
1906
$628K ﹤0.01%
47,460
-7,116
1907
$628K ﹤0.01%
13,446
-42
1908
$628K ﹤0.01%
84,421
+950
1909
$627K ﹤0.01%
10,615
+1,781
1910
$627K ﹤0.01%
53,510
-7,853
1911
$626K ﹤0.01%
25,449
-483
1912
$625K ﹤0.01%
7,351
-573
1913
$625K ﹤0.01%
73,688
-1,255
1914
$624K ﹤0.01%
11,155
-5,870
1915
$624K ﹤0.01%
19,675
+6,533
1916
$622K ﹤0.01%
10,821
-434
1917
$622K ﹤0.01%
9,679
+147
1918
$619K ﹤0.01%
3,820
+2,285
1919
$618K ﹤0.01%
19,216
+928
1920
$618K ﹤0.01%
10,820
+620
1921
$617K ﹤0.01%
24,997
-3,443
1922
$616K ﹤0.01%
6,135
+160
1923
$612K ﹤0.01%
58,074
-3,762
1924
$612K ﹤0.01%
28,298
+2,000
1925
$611K ﹤0.01%
7,750
+10
75 76
77
78 79