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
2501
$262K ﹤0.01%
+4,070
2502
$262K ﹤0.01%
+8,391
2503
$262K ﹤0.01%
28,560
+4,830
2504
$261K ﹤0.01%
50,655
+350
2505
$261K ﹤0.01%
5,832
+1,623
2506
$261K ﹤0.01%
9,454
+658
2507
$261K ﹤0.01%
+2,692
2508
$260K ﹤0.01%
22,323
+1,587
2509
$260K ﹤0.01%
27,323
+4,712
2510
$260K ﹤0.01%
1,817
-818
2511
$259K ﹤0.01%
5,484
-2,096
2512
$259K ﹤0.01%
52,586
+1,626
2513
$259K ﹤0.01%
11,507
2514
$258K ﹤0.01%
5,577
-100
2515
$258K ﹤0.01%
2,979
+98
2516
$258K ﹤0.01%
1,342
+251
2517
$258K ﹤0.01%
4,267
+4
2518
$257K ﹤0.01%
36,056
-2,017
2519
$257K ﹤0.01%
18,925
-42
2520
$257K ﹤0.01%
+11,745
2521
$256K ﹤0.01%
23,400
-4,425
2522
$256K ﹤0.01%
2,670
+139
2523
$255K ﹤0.01%
+6,028
2524
$255K ﹤0.01%
10,740
-4,947
2525
$255K ﹤0.01%
9,835
-13,765
99 100
101
102 103