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
2201
$435K ﹤0.01%
19,258
2202
$435K ﹤0.01%
9,891
+627
2203
$434K ﹤0.01%
11,334
+424
2204
$434K ﹤0.01%
31,122
-1,694
2205
$434K ﹤0.01%
10,489
-656
2206
$433K ﹤0.01%
51,883
-4,131
2207
$432K ﹤0.01%
3,980
+148
2208
$432K ﹤0.01%
+2,603
2209
$432K ﹤0.01%
16,252
+469
2210
$431K ﹤0.01%
11,168
-31,525
2211
$431K ﹤0.01%
24,257
-2,565
2212
$430K ﹤0.01%
26,176
+81
2213
$429K ﹤0.01%
15,747
-94
2214
$429K ﹤0.01%
14,285
-903
2215
$429K ﹤0.01%
45,992
-8,117
2216
$428K ﹤0.01%
4,276
-453
2217
$428K ﹤0.01%
18,751
-465
2218
$428K ﹤0.01%
+9,036
2219
$428K ﹤0.01%
+9,496
2220
$428K ﹤0.01%
4,383
-44
2221
$427K ﹤0.01%
6,356
-148
2222
$426K ﹤0.01%
18,838
+3,998
2223
$426K ﹤0.01%
2,649
-530
2224
$424K ﹤0.01%
8,642
+58
2225
$424K ﹤0.01%
21,076
-6,913
87 88
89
90 91