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
1976
$570K ﹤0.01%
33,437
-710
1977
$569K ﹤0.01%
28,477
+288
1978
$569K ﹤0.01%
32,297
-280
1979
$569K ﹤0.01%
12,454
-196
1980
$569K ﹤0.01%
27,858
+2
1981
$569K ﹤0.01%
12,056
-13
1982
$568K ﹤0.01%
+29,619
1983
$568K ﹤0.01%
26,507
-2,945
1984
$568K ﹤0.01%
22,874
-126,898
1985
$567K ﹤0.01%
8,301
-261
1986
$567K ﹤0.01%
12,105
-680
1987
$566K ﹤0.01%
13,420
-39
1988
$566K ﹤0.01%
15,103
-86
1989
$564K ﹤0.01%
14,085
-1,396
1990
$564K ﹤0.01%
2,347
+226
1991
$563K ﹤0.01%
31,702
-15
1992
$562K ﹤0.01%
16,746
-10,473
1993
$562K ﹤0.01%
28,656
+569
1994
$562K ﹤0.01%
26,524
+86
1995
$562K ﹤0.01%
141,844
+7,177
1996
$562K ﹤0.01%
5,080
-702
1997
$559K ﹤0.01%
19,386
-725
1998
$559K ﹤0.01%
7,097
-2,723
1999
$558K ﹤0.01%
17,390
-784
2000
$558K ﹤0.01%
12,925
+686
78 79
80
81 82