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
2001
$556K ﹤0.01%
+13,938
2002
$556K ﹤0.01%
11,767
-1,176
2003
$556K ﹤0.01%
12,913
+2,400
2004
$555K ﹤0.01%
13,351
+754
2005
$555K ﹤0.01%
12,668
-590
2006
$554K ﹤0.01%
261,495
-47,120
2007
$551K ﹤0.01%
20,197
-3,168
2008
$551K ﹤0.01%
16,667
+548
2009
$550K ﹤0.01%
54,323
-63
2010
$550K ﹤0.01%
+10,252
2011
$549K ﹤0.01%
10,950
-1,341
2012
$549K ﹤0.01%
44,780
+1,414
2013
$547K ﹤0.01%
15,012
+161
2014
$547K ﹤0.01%
39,909
-18,509
2015
$547K ﹤0.01%
12,526
+4,672
2016
$546K ﹤0.01%
9,064
+504
2017
$546K ﹤0.01%
12,996
-39
2018
$545K ﹤0.01%
56,254
-842
2019
$543K ﹤0.01%
+29,617
2020
$542K ﹤0.01%
15,263
-2,333
2021
$542K ﹤0.01%
63,735
-5,285
2022
$540K ﹤0.01%
35,108
-914
2023
$540K ﹤0.01%
11,095
-463
2024
$537K ﹤0.01%
38,792
+1,010
2025
$536K ﹤0.01%
16,524
-672
79 80
81
82 83