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
2751
$177K ﹤0.01%
539
-20
2752
$176K ﹤0.01%
11,707
-175
2753
$176K ﹤0.01%
12,552
-1,306
2754
$176K ﹤0.01%
14,435
+126
2755
$174K ﹤0.01%
2,913
+290
2756
$174K ﹤0.01%
+12,801
2757
$173K ﹤0.01%
19,579
+12,144
2758
$172K ﹤0.01%
19,491
-1,535
2759
$172K ﹤0.01%
22,899
-1,008
2760
$171K ﹤0.01%
10,864
-4,094
2761
$168K ﹤0.01%
12,169
-650
2762
$168K ﹤0.01%
+13,210
2763
$167K ﹤0.01%
37,232
-488
2764
$167K ﹤0.01%
46,387
+7,506
2765
$165K ﹤0.01%
20,371
+150
2766
$165K ﹤0.01%
+13,996
2767
$164K ﹤0.01%
35,879
+8,805
2768
$164K ﹤0.01%
15,538
-1,373
2769
$163K ﹤0.01%
39,849
+9,462
2770
$163K ﹤0.01%
19,018
+18
2771
$163K ﹤0.01%
24,173
+40
2772
$162K ﹤0.01%
37,939
-470
2773
$162K ﹤0.01%
17,506
+30
2774
$161K ﹤0.01%
19,557
-2,203
2775
$161K ﹤0.01%
16,477
109 110
111
112 113