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
2451
$318K ﹤0.01%
14,597
+619
2452
$318K ﹤0.01%
1,204
-350
2453
$317K ﹤0.01%
21,349
-1,062
2454
$317K ﹤0.01%
+10,731
2455
$317K ﹤0.01%
24,787
+1,270
2456
$316K ﹤0.01%
+8,394
2457
$316K ﹤0.01%
7,971
-242
2458
$316K ﹤0.01%
4,294
-1,751
2459
$315K ﹤0.01%
13,506
+2,175
2460
$315K ﹤0.01%
10,708
-4,744
2461
$312K ﹤0.01%
13,159
-74
2462
$312K ﹤0.01%
35,488
-1,723
2463
$312K ﹤0.01%
33,316
+1,635
2464
$311K ﹤0.01%
31,665
-4,745
2465
$310K ﹤0.01%
5,648
-100
2466
$310K ﹤0.01%
17,750
+1,401
2467
$310K ﹤0.01%
3,414
-6
2468
$310K ﹤0.01%
10,207
-958
2469
$309K ﹤0.01%
13,746
+1,973
2470
$309K ﹤0.01%
9,496
-68,731
2471
$309K ﹤0.01%
5,279
+2
2472
$309K ﹤0.01%
28,864
+1,886
2473
$308K ﹤0.01%
9,992
-493
2474
$308K ﹤0.01%
2,634
+41
2475
$308K ﹤0.01%
27,930
+829
97 98
99
100 101