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
2601
$230K ﹤0.01%
15,791
2602
$230K ﹤0.01%
1,113
+104
2603
$230K ﹤0.01%
+4,657
2604
$230K ﹤0.01%
+12,069
2605
$229K ﹤0.01%
7,175
+19
2606
$229K ﹤0.01%
24,953
-1,729
2607
$229K ﹤0.01%
6,668
-1,524
2608
$228K ﹤0.01%
34,581
+2,162
2609
$228K ﹤0.01%
174,256
+28,910
2610
$228K ﹤0.01%
3,842
+703
2611
$228K ﹤0.01%
5,423
+5
2612
$227K ﹤0.01%
+7,613
2613
$227K ﹤0.01%
16,450
+89
2614
$226K ﹤0.01%
2,062
-1,809
2615
$226K ﹤0.01%
3,791
-25
2616
$226K ﹤0.01%
31,350
+823
2617
$225K ﹤0.01%
15,612
+18
2618
$225K ﹤0.01%
2,832
-705
2619
$225K ﹤0.01%
5,169
+1,564
2620
$225K ﹤0.01%
+3,442
2621
$224K ﹤0.01%
25,269
-92
2622
$223K ﹤0.01%
5,245
+424
2623
$223K ﹤0.01%
6,122
-1,618
2624
$223K ﹤0.01%
+4,860
2625
$223K ﹤0.01%
4,614
-127
103 104
105
106 107