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
2651
$219K ﹤0.01%
3,253
+209
2652
$219K ﹤0.01%
5,727
-5,450
2653
$219K ﹤0.01%
7,588
-296
2654
$219K ﹤0.01%
2,414
+100
2655
$219K ﹤0.01%
15,585
+1,609
2656
$219K ﹤0.01%
5,919
-665
2657
$219K ﹤0.01%
6,051
-20,442
2658
$218K ﹤0.01%
3,492
-471
2659
$218K ﹤0.01%
23,752
+799
2660
$218K ﹤0.01%
10,082
+139
2661
$218K ﹤0.01%
9,028
+16
2662
$218K ﹤0.01%
41,519
-611
2663
$218K ﹤0.01%
5,365
+225
2664
$217K ﹤0.01%
6,104
+1
2665
$217K ﹤0.01%
1,656
-427
2666
$217K ﹤0.01%
1,334
+110
2667
$217K ﹤0.01%
15,278
+348
2668
$217K ﹤0.01%
855
-11
2669
$217K ﹤0.01%
4,713
+265
2670
$216K ﹤0.01%
10,842
+400
2671
$216K ﹤0.01%
+4,323
2672
$216K ﹤0.01%
8,557
+1,450
2673
$216K ﹤0.01%
6,795
-11,590
2674
$216K ﹤0.01%
16,300
+3,860
2675
$215K ﹤0.01%
2,581
-4,307
105 106
107
108 109