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
1951
$585K ﹤0.01%
9,448
-381
1952
$585K ﹤0.01%
88,864
+3,387
1953
$585K ﹤0.01%
38,015
-568
1954
$584K ﹤0.01%
7,428
-182
1955
$584K ﹤0.01%
51,583
-762
1956
$583K ﹤0.01%
21,781
+2,861
1957
$583K ﹤0.01%
35,664
-2,894
1958
$583K ﹤0.01%
28,511
+17,112
1959
$582K ﹤0.01%
25,500
+508
1960
$581K ﹤0.01%
9,271
-153
1961
$581K ﹤0.01%
54,693
+20,851
1962
$581K ﹤0.01%
57,586
+4,000
1963
$580K ﹤0.01%
18,089
-18,008
1964
$579K ﹤0.01%
17,372
+545
1965
$578K ﹤0.01%
10,182
-1,578
1966
$578K ﹤0.01%
86,429
-3,276
1967
$578K ﹤0.01%
131,043
-631
1968
$575K ﹤0.01%
8,732
+199
1969
$575K ﹤0.01%
+21,821
1970
$575K ﹤0.01%
18,169
+142
1971
$574K ﹤0.01%
22,563
+8,866
1972
$574K ﹤0.01%
3,710
-979
1973
$570K ﹤0.01%
25,461
-1,310
1974
$570K ﹤0.01%
71,228
+1,268
1975
$570K ﹤0.01%
6,636
+2,481
77 78
79
80 81