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
2376
$353K ﹤0.01%
5,760
-116
2377
$353K ﹤0.01%
29,981
-3,072
2378
$353K ﹤0.01%
14,625
+582
2379
$352K ﹤0.01%
+9,583
2380
$352K ﹤0.01%
387,039
+15,442
2381
$352K ﹤0.01%
9,895
+160
2382
$352K ﹤0.01%
9,158
-120
2383
$352K ﹤0.01%
6,450
+105
2384
$351K ﹤0.01%
5,234
-143
2385
$351K ﹤0.01%
8,812
-472
2386
$351K ﹤0.01%
10,855
+957
2387
$351K ﹤0.01%
+15,477
2388
$350K ﹤0.01%
7,708
+10
2389
$350K ﹤0.01%
24,014
2390
$350K ﹤0.01%
15,802
-1,190
2391
$348K ﹤0.01%
4,468
-2,559
2392
$348K ﹤0.01%
28,035
-350
2393
$348K ﹤0.01%
9,758
-4,460
2394
$348K ﹤0.01%
20,317
-4,921
2395
$348K ﹤0.01%
39,020
-3,297
2396
$345K ﹤0.01%
88,292
-1,891
2397
$345K ﹤0.01%
7,797
-86
2398
$345K ﹤0.01%
12,014
+2,788
2399
$344K ﹤0.01%
8,268
-5,952
2400
$344K ﹤0.01%
48,665
+2,403
94 95
96
97 98