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
2276
$397K ﹤0.01%
16,509
-316
2277
$396K ﹤0.01%
39,910
+9,739
2278
$395K ﹤0.01%
19,953
+3,819
2279
$394K ﹤0.01%
71,125
+281
2280
$394K ﹤0.01%
1,968
+14
2281
$393K ﹤0.01%
16,357
-17,276
2282
$393K ﹤0.01%
6,525
+25
2283
$393K ﹤0.01%
10,560
-686
2284
$392K ﹤0.01%
82,149
+7,958
2285
$391K ﹤0.01%
10,085
-8,339
2286
$390K ﹤0.01%
11,890
-9
2287
$390K ﹤0.01%
21,336
-4,900
2288
$390K ﹤0.01%
20,990
-846
2289
$389K ﹤0.01%
8,038
+504
2290
$389K ﹤0.01%
35,777
+519
2291
$389K ﹤0.01%
14,520
+385
2292
$389K ﹤0.01%
13,112
-9,319
2293
$388K ﹤0.01%
8,859
-365
2294
$388K ﹤0.01%
5,201
+1,227
2295
$388K ﹤0.01%
30,075
-43,639
2296
$387K ﹤0.01%
1,850
-3
2297
$386K ﹤0.01%
59,342
+3,245
2298
$385K ﹤0.01%
1,705
+141
2299
$385K ﹤0.01%
6,476
+20
2300
$384K ﹤0.01%
9,720
+1,665
90 91
92
93 94