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
2426
$330K ﹤0.01%
20,687
+2,569
2427
$330K ﹤0.01%
+3,304
2428
$329K ﹤0.01%
18,838
-841
2429
$329K ﹤0.01%
30,196
-4,409
2430
$328K ﹤0.01%
21,303
+1,812
2431
$328K ﹤0.01%
7,219
-1,281
2432
$328K ﹤0.01%
21,408
+5,761
2433
$328K ﹤0.01%
20,877
+27
2434
$326K ﹤0.01%
66,377
-4,294
2435
$325K ﹤0.01%
4,209
+200
2436
$324K ﹤0.01%
+12,434
2437
$324K ﹤0.01%
7,715
-124,664
2438
$324K ﹤0.01%
6,058
+539
2439
$323K ﹤0.01%
5,504
-81
2440
$323K ﹤0.01%
13,674
-395
2441
$323K ﹤0.01%
45,352
-528
2442
$322K ﹤0.01%
12,529
2443
$321K ﹤0.01%
103,010
+77,750
2444
$321K ﹤0.01%
28,893
-2,273
2445
$321K ﹤0.01%
1,953
+108
2446
$320K ﹤0.01%
2,011
+1
2447
$320K ﹤0.01%
10,767
+496
2448
$320K ﹤0.01%
+10,954
2449
$319K ﹤0.01%
26,355
-84
2450
$318K ﹤0.01%
9,885
96 97
98
99 100