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
2701
$206K ﹤0.01%
+3,376
2702
$206K ﹤0.01%
5,221
-877
2703
$206K ﹤0.01%
2,220
-80
2704
$205K ﹤0.01%
+5,080
2705
$205K ﹤0.01%
37,300
+500
2706
$205K ﹤0.01%
10,033
+607
2707
$204K ﹤0.01%
4,052
-33,021
2708
$204K ﹤0.01%
1,118
+74
2709
$204K ﹤0.01%
4,506
-2,851
2710
$204K ﹤0.01%
20,895
-3,276
2711
$204K ﹤0.01%
245
-24
2712
$203K ﹤0.01%
37,650
-20,603
2713
$203K ﹤0.01%
7,981
-183
2714
$202K ﹤0.01%
20,626
+8,817
2715
$201K ﹤0.01%
9,942
+3,214
2716
$201K ﹤0.01%
1,154
+3
2717
$199K ﹤0.01%
11,889
-1,000
2718
$198K ﹤0.01%
8,335
-785
2719
$197K ﹤0.01%
14,702
-1,221
2720
$197K ﹤0.01%
16,549
-47,579
2721
$197K ﹤0.01%
17,678
-9,373
2722
$196K ﹤0.01%
10,746
-372
2723
$195K ﹤0.01%
10,034
-1,614
2724
$195K ﹤0.01%
148,739
+3,532
2725
$195K ﹤0.01%
10,685
+620
107 108
109
110 111