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
2326
$374K ﹤0.01%
6,739
-1,248
2327
$374K ﹤0.01%
37,633
+36
2328
$374K ﹤0.01%
3,815
+216
2329
$374K ﹤0.01%
6,487
-27
2330
$374K ﹤0.01%
9,082
-14,236
2331
$373K ﹤0.01%
14,202
-8,060
2332
$372K ﹤0.01%
19,470
-903
2333
$371K ﹤0.01%
8,806
+107
2334
$370K ﹤0.01%
15,893
+99
2335
$370K ﹤0.01%
36,100
+4,811
2336
$369K ﹤0.01%
4,438
-19
2337
$369K ﹤0.01%
19,239
+2,975
2338
$369K ﹤0.01%
25,845
-2,494
2339
$369K ﹤0.01%
+20,750
2340
$368K ﹤0.01%
7,362
-179
2341
$368K ﹤0.01%
50,196
+9,504
2342
$367K ﹤0.01%
16,008
-4,162
2343
$367K ﹤0.01%
3,223
-3,026
2344
$367K ﹤0.01%
17,937
-18,663
2345
$366K ﹤0.01%
20,930
+2,472
2346
$366K ﹤0.01%
38,222
+275
2347
$366K ﹤0.01%
12,222
+150
2348
$365K ﹤0.01%
16,202
-88
2349
$365K ﹤0.01%
3,445
-190
2350
$365K ﹤0.01%
14,719
-52,078
92 93
94
95 96