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
2251
$409K ﹤0.01%
15,004
-1,438
2252
$409K ﹤0.01%
19,380
+6,054
2253
$408K ﹤0.01%
6,711
+11
2254
$408K ﹤0.01%
16,047
-7,340
2255
$407K ﹤0.01%
38,920
+17,675
2256
$405K ﹤0.01%
11,982
-143
2257
$405K ﹤0.01%
19,113
+1,026
2258
$405K ﹤0.01%
3,419
+19
2259
$404K ﹤0.01%
7,784
-865
2260
$403K ﹤0.01%
+16,024
2261
$403K ﹤0.01%
10,626
-208
2262
$403K ﹤0.01%
+9,567
2263
$403K ﹤0.01%
38,179
-5,923
2264
$403K ﹤0.01%
+11,251
2265
$402K ﹤0.01%
19,039
-15,328
2266
$402K ﹤0.01%
13,474
-84
2267
$401K ﹤0.01%
27,282
-5,825
2268
$399K ﹤0.01%
2,673
+47
2269
$399K ﹤0.01%
14,564
-4,188
2270
$399K ﹤0.01%
19,021
-1,278
2271
$399K ﹤0.01%
50,280
+5,025
2272
$399K ﹤0.01%
2,962
+408
2273
$399K ﹤0.01%
+14,984
2274
$399K ﹤0.01%
3,176
-37,964
2275
$397K ﹤0.01%
14,162
+386
89 90
91
92 93