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
2076
$505K ﹤0.01%
28,684
-2,027
2077
$503K ﹤0.01%
3,007
+71
2078
$503K ﹤0.01%
38,564
+1,123
2079
$501K ﹤0.01%
8,145
-2,319
2080
$500K ﹤0.01%
9,864
-2,808
2081
$499K ﹤0.01%
16,449
-542
2082
$498K ﹤0.01%
24,458
+8,549
2083
$498K ﹤0.01%
20,006
-58
2084
$497K ﹤0.01%
26,285
-5,739
2085
$496K ﹤0.01%
54,953
-4,870
2086
$496K ﹤0.01%
5,790
+37
2087
$495K ﹤0.01%
10,131
-1,728
2088
$495K ﹤0.01%
12,465
-978
2089
$494K ﹤0.01%
34,785
+2,974
2090
$494K ﹤0.01%
24,482
+12,934
2091
$494K ﹤0.01%
22,987
+9,040
2092
$494K ﹤0.01%
8,731
-49
2093
$493K ﹤0.01%
10,267
+3,065
2094
$493K ﹤0.01%
20,017
-908
2095
$492K ﹤0.01%
17,093
-240
2096
$492K ﹤0.01%
15,479
+1,750
2097
$492K ﹤0.01%
9,045
+346
2098
$492K ﹤0.01%
25,722
+12,586
2099
$490K ﹤0.01%
64,857
+43,068
2100
$490K ﹤0.01%
21,751
-6,603
82 83
84
85 86