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
2051
$518K ﹤0.01%
+10,268
2052
$517K ﹤0.01%
6,234
-296
2053
$516K ﹤0.01%
5,506
-1,902
2054
$515K ﹤0.01%
+14,482
2055
$515K ﹤0.01%
64,306
+207
2056
$513K ﹤0.01%
25,119
+6,525
2057
$512K ﹤0.01%
10,345
+2,398
2058
$512K ﹤0.01%
23,034
-597
2059
$512K ﹤0.01%
8,253
+2
2060
$511K ﹤0.01%
20,580
+5,628
2061
$511K ﹤0.01%
2,601
+14
2062
$510K ﹤0.01%
1,735
+6
2063
$509K ﹤0.01%
17,510
-3,473
2064
$509K ﹤0.01%
6,265
-39
2065
$509K ﹤0.01%
7,679
+276
2066
$507K ﹤0.01%
34,791
-6,177
2067
$507K ﹤0.01%
7,743
+49
2068
$507K ﹤0.01%
18,429
-6,449
2069
$507K ﹤0.01%
10,507
-1,154
2070
$506K ﹤0.01%
23,218
+1,059
2071
$506K ﹤0.01%
+3,967
2072
$505K ﹤0.01%
2,402
+852
2073
$505K ﹤0.01%
112,194
+5,366
2074
$505K ﹤0.01%
17,630
-4,360
2075
$505K ﹤0.01%
5,597
+104
81 82
83
84 85