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
$18.6B
AUM Growth
-$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,302
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$56.5M
3
+$44.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$40M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$36.6M

Top Sells

1
+$76.2M
2
+$53.1M
3
+$50.4M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$41.7M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$28.3M

Sector Composition

1 Technology 9.03%
2 Financials 4.71%
3 Healthcare 4.25%
4 Consumer Discretionary 4.16%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$270K ﹤0.01%
11,144
+4,937
2477
$269K ﹤0.01%
+30,406
2478
$269K ﹤0.01%
10,230
-10,719
2479
$269K ﹤0.01%
4,736
-171
2480
$269K ﹤0.01%
5,532
+516
2481
$269K ﹤0.01%
4,765
+2
2482
$268K ﹤0.01%
4,200
-33
2483
$268K ﹤0.01%
28,471
-15,088
2484
$268K ﹤0.01%
5,120
+1,076
2485
$267K ﹤0.01%
49,512
-981
2486
$267K ﹤0.01%
66,900
-1,500
2487
$266K ﹤0.01%
+2,062
2488
$266K ﹤0.01%
28,166
+9,166
2489
$266K ﹤0.01%
+10,214
2490
$264K ﹤0.01%
+5,217
2491
$264K ﹤0.01%
3,215
-277
2492
$263K ﹤0.01%
12,903
+2,883
2493
$263K ﹤0.01%
21,765
+4,625
2494
$263K ﹤0.01%
3,630
-266
2495
$263K ﹤0.01%
20,457
+99
2496
$263K ﹤0.01%
9,254
-119
2497
$263K ﹤0.01%
7,011
-3,063
2498
$263K ﹤0.01%
6,000
2499
$262K ﹤0.01%
3,277
-274
2500
$262K ﹤0.01%
3,318
-580
98 99
100
101 102