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
2526
$255K ﹤0.01%
11,561
-1,093
2527
$255K ﹤0.01%
29,922
-2,202
2528
$254K ﹤0.01%
2,640
-94
2529
$254K ﹤0.01%
13,118
+218
2530
$254K ﹤0.01%
5,703
+75
2531
$254K ﹤0.01%
5,580
-1,603
2532
$254K ﹤0.01%
5,950
-558
2533
$253K ﹤0.01%
+1,643
2534
$253K ﹤0.01%
+7,240
2535
$253K ﹤0.01%
2,178
-194
2536
$252K ﹤0.01%
+1,392
2537
$252K ﹤0.01%
39,559
+3,077
2538
$251K ﹤0.01%
7,211
+203
2539
$251K ﹤0.01%
21,306
+572
2540
$251K ﹤0.01%
6,367
-1,111
2541
$250K ﹤0.01%
38,809
+6,736
2542
$250K ﹤0.01%
28,799
+5,051
2543
$250K ﹤0.01%
9,894
-17,014
2544
$250K ﹤0.01%
48,790
-35,387
2545
$250K ﹤0.01%
10,124
+7
2546
$249K ﹤0.01%
12,812
+1,200
2547
$249K ﹤0.01%
18,837
+3,050
2548
$248K ﹤0.01%
2,415
+35
2549
$248K ﹤0.01%
6,298
-25
2550
$247K ﹤0.01%
9,290
-4,740
100 101
102
103 104