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
2176
$448K ﹤0.01%
1,820
-142
2177
$447K ﹤0.01%
22,835
+2,559
2178
$447K ﹤0.01%
67,823
+7,890
2179
$447K ﹤0.01%
24,479
+7,854
2180
$445K ﹤0.01%
2,099
+240
2181
$444K ﹤0.01%
28,979
-1,176
2182
$444K ﹤0.01%
30,484
+1,424
2183
$444K ﹤0.01%
75,939
+33,287
2184
$444K ﹤0.01%
54,275
-5,902
2185
$444K ﹤0.01%
24,530
-5,368
2186
$443K ﹤0.01%
8,446
+506
2187
$443K ﹤0.01%
40,567
-764
2188
$442K ﹤0.01%
9,398
-891
2189
$442K ﹤0.01%
41,448
+7,228
2190
$442K ﹤0.01%
7,064
-759
2191
$441K ﹤0.01%
20,456
-36,386
2192
$441K ﹤0.01%
2,271
+143
2193
$440K ﹤0.01%
4,853
-125
2194
$440K ﹤0.01%
1,852
+225
2195
$440K ﹤0.01%
+17,944
2196
$439K ﹤0.01%
+18,891
2197
$438K ﹤0.01%
42,915
+936
2198
$437K ﹤0.01%
32,911
+1,970
2199
$437K ﹤0.01%
4,546
-651
2200
$436K ﹤0.01%
13,209
-1,451
86 87
88
89 90