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
1926
$610K ﹤0.01%
26,955
+4,668
1927
$609K ﹤0.01%
19,800
+4,034
1928
$608K ﹤0.01%
10,777
-1,938
1929
$607K ﹤0.01%
4,040
+135
1930
$607K ﹤0.01%
63,054
+12,938
1931
$606K ﹤0.01%
93,881
-800
1932
$605K ﹤0.01%
11,745
-1,417
1933
$604K ﹤0.01%
14,708
-36
1934
$604K ﹤0.01%
23,560
-453
1935
$603K ﹤0.01%
10,561
-15,151
1936
$603K ﹤0.01%
5,738
-22
1937
$601K ﹤0.01%
67,792
+232
1938
$601K ﹤0.01%
55,041
-540
1939
$600K ﹤0.01%
11,096
-82
1940
$599K ﹤0.01%
17,147
-21,591
1941
$598K ﹤0.01%
43,314
+3,442
1942
$598K ﹤0.01%
56,160
+1,419
1943
$593K ﹤0.01%
2,207
+1,312
1944
$593K ﹤0.01%
69,711
+13,247
1945
$592K ﹤0.01%
4,667
+2,092
1946
$591K ﹤0.01%
18,365
-1,336
1947
$589K ﹤0.01%
4,311
-1,340
1948
$588K ﹤0.01%
13,543
-155
1949
$588K ﹤0.01%
75,445
+2,453
1950
$586K ﹤0.01%
2,137
-4,124
76 77
78
79 80