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
2551
$247K ﹤0.01%
+14,987
2552
$247K ﹤0.01%
3,092
+72
2553
$246K ﹤0.01%
3,761
+925
2554
$246K ﹤0.01%
45,493
+1,308
2555
$245K ﹤0.01%
8,503
-325
2556
$245K ﹤0.01%
23,565
2557
$244K ﹤0.01%
4,917
-65
2558
$243K ﹤0.01%
+5,360
2559
$242K ﹤0.01%
16,533
-3,250
2560
$242K ﹤0.01%
2,353
-73
2561
$242K ﹤0.01%
10,193
-327
2562
$242K ﹤0.01%
978
+68
2563
$241K ﹤0.01%
+5,147
2564
$241K ﹤0.01%
26,424
+50
2565
$241K ﹤0.01%
9,589
-8,960
2566
$241K ﹤0.01%
27,710
+1,293
2567
$241K ﹤0.01%
11,209
-5,021
2568
$241K ﹤0.01%
19,572
+6,918
2569
$241K ﹤0.01%
53,563
+25,589
2570
$240K ﹤0.01%
4,785
+740
2571
$239K ﹤0.01%
10,838
+513
2572
$239K ﹤0.01%
2,456
-685
2573
$239K ﹤0.01%
4,092
+432
2574
$237K ﹤0.01%
26,797
-5,310
2575
$236K ﹤0.01%
+10,474
101 102
103
104 105