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
3126
$2K ﹤0.01%
10,374
3127
$2K ﹤0.01%
+104
3128
$2K ﹤0.01%
10,500
3129
$1K ﹤0.01%
27,626
3130
$1K ﹤0.01%
10,550
3131
– –
-5,242
3132
– –
-7,744
3133
– –
-96,697
3134
– –
-9,906
3135
– –
-1,583
3136
– –
-135,276
3137
– –
0
3138
– –
-6,817
3139
– –
-68,629
3140
– –
-12,138
3141
– –
-6,777
3142
– –
-5,697
3143
– –
-2,192
3144
– –
-55,000
3145
– –
-2,632
3146
– –
-342,622
3147
– –
-14,244
3148
– –
-15,167
3149
– –
-33,437
3150
– –
-50,000
124 125
126
127 128