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
2301
$384K ﹤0.01%
33,424
+2,458
2302
$383K ﹤0.01%
8,445
+1,924
2303
$383K ﹤0.01%
+3,174
2304
$382K ﹤0.01%
11,461
-247,238
2305
$382K ﹤0.01%
2,474
-9
2306
$382K ﹤0.01%
16,936
+421
2307
$382K ﹤0.01%
5,763
+5
2308
$382K ﹤0.01%
12,350
+200
2309
$382K ﹤0.01%
+8,268
2310
$381K ﹤0.01%
11,400
-153
2311
$381K ﹤0.01%
26,270
+6,912
2312
$381K ﹤0.01%
14,020
+5,693
2313
$380K ﹤0.01%
7,594
-607
2314
$380K ﹤0.01%
30,999
-1,185
2315
$380K ﹤0.01%
5,863
+863
2316
$380K ﹤0.01%
16,587
-1,138
2317
$380K ﹤0.01%
246,763
-14,700
2318
$377K ﹤0.01%
17,745
-40,447
2319
$377K ﹤0.01%
9,306
-659
2320
$376K ﹤0.01%
31,996
+1,118
2321
$376K ﹤0.01%
59,445
+16,374
2322
$376K ﹤0.01%
29,920
+202
2323
$375K ﹤0.01%
4,592
+682
2324
$375K ﹤0.01%
3,746
+55
2325
$375K ﹤0.01%
+10,090
91 92
93
94 95