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
2576
$236K ﹤0.01%
+7,451
2577
$236K ﹤0.01%
31,870
+3,867
2578
$236K ﹤0.01%
114,461
+44,591
2579
$235K ﹤0.01%
40,389
+1,536
2580
$235K ﹤0.01%
5,117
-707
2581
$234K ﹤0.01%
12,411
-2,577
2582
$233K ﹤0.01%
3,712
-145
2583
$233K ﹤0.01%
5,532
-4,348
2584
$233K ﹤0.01%
8,351
+845
2585
$233K ﹤0.01%
2,543
+495
2586
$233K ﹤0.01%
3,726
-31
2587
$233K ﹤0.01%
+7,874
2588
$232K ﹤0.01%
7,710
-857
2589
$232K ﹤0.01%
16,468
-1,403
2590
$232K ﹤0.01%
1,548
-33
2591
$231K ﹤0.01%
11,328
-123
2592
$231K ﹤0.01%
2,281
+185
2593
$231K ﹤0.01%
11,716
+89
2594
$231K ﹤0.01%
6,173
-20
2595
$231K ﹤0.01%
65,431
2596
$231K ﹤0.01%
47,851
-2,906
2597
$231K ﹤0.01%
4,468
-430
2598
$231K ﹤0.01%
7,277
-626
2599
$230K ﹤0.01%
8,756
-17,135
2600
$230K ﹤0.01%
4,392
-21
102 103
104
105 106