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
2726
$195K ﹤0.01%
95,493
+21,952
2727
$193K ﹤0.01%
+18,784
2728
$193K ﹤0.01%
32,156
-18,645
2729
$193K ﹤0.01%
66,953
+3
2730
$191K ﹤0.01%
84,674
-2,145
2731
$191K ﹤0.01%
15,623
+1,107
2732
$190K ﹤0.01%
14,646
-37
2733
$188K ﹤0.01%
17,503
-725
2734
$188K ﹤0.01%
17,624
+5,877
2735
$187K ﹤0.01%
66,333
-4,014
2736
$187K ﹤0.01%
16,951
-7,573
2737
$187K ﹤0.01%
62,860
+23,750
2738
$186K ﹤0.01%
31,889
+131
2739
$186K ﹤0.01%
19,612
-1,508
2740
$186K ﹤0.01%
11,764
-436
2741
$186K ﹤0.01%
38,882
+3,067
2742
$185K ﹤0.01%
12,335
-5,167
2743
$184K ﹤0.01%
54,909
+5,585
2744
$182K ﹤0.01%
54,741
-34,019
2745
$182K ﹤0.01%
12,227
+668
2746
$181K ﹤0.01%
89,958
+2,556
2747
$180K ﹤0.01%
+10,315
2748
$180K ﹤0.01%
2,028
-156
2749
$178K ﹤0.01%
14,160
+350
2750
$178K ﹤0.01%
+10,016
108 109
110
111 112