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
2151
$458K ﹤0.01%
4,575
+531
2152
$458K ﹤0.01%
12,423
-106
2153
$458K ﹤0.01%
+59,839
2154
$457K ﹤0.01%
149,239
+80,489
2155
$456K ﹤0.01%
12,862
2156
$455K ﹤0.01%
2,014
-100
2157
$455K ﹤0.01%
47,947
+9,481
2158
$455K ﹤0.01%
5,451
-2,320
2159
$454K ﹤0.01%
5,204
-248
2160
$454K ﹤0.01%
18,232
-153,918
2161
$454K ﹤0.01%
25,605
-2,539
2162
$453K ﹤0.01%
45,781
-1,153
2163
$453K ﹤0.01%
2,561
+141
2164
$453K ﹤0.01%
6,672
+1,222
2165
$452K ﹤0.01%
12,057
-288
2166
$451K ﹤0.01%
24,378
+750
2167
$450K ﹤0.01%
49,223
-844
2168
$450K ﹤0.01%
6,805
-578
2169
$450K ﹤0.01%
11,197
+332
2170
$450K ﹤0.01%
21,177
-2,432
2171
$450K ﹤0.01%
22,146
-944
2172
$449K ﹤0.01%
7,045
-408
2173
$449K ﹤0.01%
25,181
+13,725
2174
$449K ﹤0.01%
52,920
-1,175
2175
$448K ﹤0.01%
+21,101
85 86
87
88 89