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
2401
$342K ﹤0.01%
21,543
+312
2402
$342K ﹤0.01%
23,347
+3,676
2403
$342K ﹤0.01%
+36,546
2404
$342K ﹤0.01%
4,877
-1,558
2405
$341K ﹤0.01%
13,241
-4,614
2406
$341K ﹤0.01%
16,627
-59
2407
$340K ﹤0.01%
11,142
-28,811
2408
$339K ﹤0.01%
16,308
+207
2409
$339K ﹤0.01%
+13,995
2410
$339K ﹤0.01%
7,941
+1,377
2411
$339K ﹤0.01%
21,362
-2,071
2412
$338K ﹤0.01%
3,416
-56
2413
$338K ﹤0.01%
6,898
+678
2414
$338K ﹤0.01%
2,790
+2
2415
$337K ﹤0.01%
1,718
-41
2416
$337K ﹤0.01%
4,033
+122
2417
$336K ﹤0.01%
+13,370
2418
$336K ﹤0.01%
19,941
+407
2419
$335K ﹤0.01%
18,153
-790
2420
$334K ﹤0.01%
25,018
-1,797
2421
$333K ﹤0.01%
3,311
-64
2422
$333K ﹤0.01%
25,315
-1,059
2423
$332K ﹤0.01%
4,422
-6,495
2424
$331K ﹤0.01%
6,751
2425
$331K ﹤0.01%
27,330
-100
95 96
97
98 99