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
2226
$423K ﹤0.01%
18,728
+179
2227
$422K ﹤0.01%
1,345
+264
2228
$422K ﹤0.01%
25,198
-9,142
2229
$421K ﹤0.01%
2,572
-64
2230
$420K ﹤0.01%
1,013
-111
2231
$419K ﹤0.01%
91,914
-19,987
2232
$419K ﹤0.01%
14,059
+2,271
2233
$419K ﹤0.01%
24,159
+1,838
2234
$417K ﹤0.01%
111,516
-1,551
2235
$416K ﹤0.01%
17,413
+102
2236
$416K ﹤0.01%
23,616
+1,923
2237
$414K ﹤0.01%
50,621
-7,568
2238
$413K ﹤0.01%
4,571
2239
$413K ﹤0.01%
10,476
-2,799
2240
$412K ﹤0.01%
11,651
-7,821
2241
$412K ﹤0.01%
37,523
+3,434
2242
$412K ﹤0.01%
9,927
-6,014
2243
$412K ﹤0.01%
18,349
+2,242
2244
$411K ﹤0.01%
4,629
+105
2245
$411K ﹤0.01%
18,547
+931
2246
$411K ﹤0.01%
8,158
-52,981
2247
$411K ﹤0.01%
12,738
+428
2248
$410K ﹤0.01%
9,209
2249
$410K ﹤0.01%
18,878
+2,164
2250
$409K ﹤0.01%
19,948
+254
88 89
90
91 92