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
2676
$214K ﹤0.01%
15,338
2677
$214K ﹤0.01%
3,640
+205
2678
$214K ﹤0.01%
+8,037
2679
$213K ﹤0.01%
3,461
-358
2680
$213K ﹤0.01%
4,008
+157
2681
$212K ﹤0.01%
9,031
-3,492
2682
$212K ﹤0.01%
+26,586
2683
$212K ﹤0.01%
3,864
-2,413
2684
$211K ﹤0.01%
2,915
-5,012
2685
$211K ﹤0.01%
+6,527
2686
$210K ﹤0.01%
19,100
-5,111
2687
$210K ﹤0.01%
6,608
-302
2688
$209K ﹤0.01%
24,553
+508
2689
$209K ﹤0.01%
17,961
-888
2690
$209K ﹤0.01%
4,234
-519
2691
$209K ﹤0.01%
36,092
+23,908
2692
$208K ﹤0.01%
15,974
-3,528
2693
$208K ﹤0.01%
+6,067
2694
$208K ﹤0.01%
+4,986
2695
$207K ﹤0.01%
8,525
+1,118
2696
$207K ﹤0.01%
5,993
-562
2697
$206K ﹤0.01%
3,159
-400
2698
$206K ﹤0.01%
7,957
-828
2699
$206K ﹤0.01%
5,993
-1,248
2700
$206K ﹤0.01%
+8,644
106 107
108
109 110