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
2351
$365K ﹤0.01%
7,553
+3,128
2352
$364K ﹤0.01%
10,995
-77
2353
$364K ﹤0.01%
4,899
+1
2354
$363K ﹤0.01%
23,691
+246
2355
$363K ﹤0.01%
13,155
-17,865
2356
$363K ﹤0.01%
76,923
-120,033
2357
$362K ﹤0.01%
16,315
+797
2358
$361K ﹤0.01%
20,633
+562
2359
$361K ﹤0.01%
6,040
2360
$361K ﹤0.01%
5,959
-2,636
2361
$360K ﹤0.01%
7,013
-336
2362
$360K ﹤0.01%
11,643
-490
2363
$359K ﹤0.01%
12,894
+3,676
2364
$359K ﹤0.01%
10,270
2365
$359K ﹤0.01%
43,091
-443
2366
$358K ﹤0.01%
29,404
-3,265
2367
$358K ﹤0.01%
2,349
-225
2368
$357K ﹤0.01%
35,713
-21,473
2369
$357K ﹤0.01%
6,039
-1,383
2370
$357K ﹤0.01%
15,471
+5,312
2371
$356K ﹤0.01%
+6,122
2372
$356K ﹤0.01%
+9,611
2373
$356K ﹤0.01%
12,612
+4,307
2374
$354K ﹤0.01%
3,919
-985
2375
$353K ﹤0.01%
9,242
+132
93 94
95
96 97