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
2626
$223K ﹤0.01%
8,152
+5
2627
$222K ﹤0.01%
2,492
+829
2628
$222K ﹤0.01%
2,407
+24
2629
$222K ﹤0.01%
9,745
-31,788
2630
$222K ﹤0.01%
+9,842
2631
$222K ﹤0.01%
193
+17
2632
$222K ﹤0.01%
8,541
-11,344
2633
$222K ﹤0.01%
18,055
-1,356
2634
$222K ﹤0.01%
11,843
-1,946
2635
$222K ﹤0.01%
6,869
-284
2636
$221K ﹤0.01%
4,854
-37
2637
$221K ﹤0.01%
8,285
-864
2638
$221K ﹤0.01%
15,345
+1,134
2639
$221K ﹤0.01%
3,090
-150
2640
$221K ﹤0.01%
10,442
-1,756
2641
$220K ﹤0.01%
56,196
+13,118
2642
$220K ﹤0.01%
+3,731
2643
$220K ﹤0.01%
8,158
-588
2644
$219K ﹤0.01%
10,874
-542
2645
$219K ﹤0.01%
9,078
2646
$219K ﹤0.01%
18,268
-128
2647
$219K ﹤0.01%
7,105
+77
2648
$219K ﹤0.01%
2,750
-310
2649
$219K ﹤0.01%
+9,748
2650
$219K ﹤0.01%
7,564
+193
104 105
106
107 108