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
3201
– –
-19,921
3202
– –
-10,277
3203
– –
-29,711
3204
– –
-9,053
3205
– –
-11,549
3206
– –
-14,264
3207
– –
-19,822
3208
– –
-3,787
3209
– –
-11,155
3210
– –
-9,613
3211
– –
-9,803
3212
– –
-6,688
3213
– –
-10,099
3214
– –
-8,585
3215
– –
-12,329
3216
– –
-11,293
3217
– –
-1
3218
– –
-10,504
3219
– –
-4,534
3220
– –
-9,929
3221
– –
-10,138
3222
– –
-318
3223
– –
-3,619
3224
– –
-116,432
3225
– –
-4,478
127 128
129
130 131