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
2126
$475K ﹤0.01%
1,086
2127
$475K ﹤0.01%
2,237
-679
2128
$472K ﹤0.01%
8,917
+307
2129
$472K ﹤0.01%
92,046
+1,887
2130
$472K ﹤0.01%
15,403
2131
$471K ﹤0.01%
21,523
-19,463
2132
$469K ﹤0.01%
21,917
+4,754
2133
$469K ﹤0.01%
3,625
+117
2134
$469K ﹤0.01%
9,997
-1,007
2135
$467K ﹤0.01%
72,729
+19,111
2136
$466K ﹤0.01%
9,371
+841
2137
$466K ﹤0.01%
21,266
-41
2138
$465K ﹤0.01%
27,938
+7
2139
$464K ﹤0.01%
+4,268
2140
$464K ﹤0.01%
16,954
-4,139
2141
$464K ﹤0.01%
17,123
-3,642
2142
$463K ﹤0.01%
13,199
-268
2143
$463K ﹤0.01%
9,169
-524
2144
$463K ﹤0.01%
1,133
-2,810
2145
$462K ﹤0.01%
8,293
+2,510
2146
$462K ﹤0.01%
20,777
-415
2147
$461K ﹤0.01%
2,709
+128
2148
$461K ﹤0.01%
6,546
+359
2149
$460K ﹤0.01%
34,725
+2,270
2150
$459K ﹤0.01%
40,784
84 85
86
87 88