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
2776
$160K ﹤0.01%
22,600
2777
$160K ﹤0.01%
18,839
-2,000
2778
$160K ﹤0.01%
76,720
-700
2779
$159K ﹤0.01%
65,130
+8,268
2780
$158K ﹤0.01%
13,012
-389
2781
$158K ﹤0.01%
7,200
-211
2782
$158K ﹤0.01%
21,385
+311
2783
$157K ﹤0.01%
10,738
2784
$156K ﹤0.01%
25,143
+10,237
2785
$156K ﹤0.01%
13,334
+43
2786
$155K ﹤0.01%
13,882
-6,290
2787
$155K ﹤0.01%
36,731
+277
2788
$155K ﹤0.01%
329,500
+259,500
2789
$154K ﹤0.01%
12,472
-2,510
2790
$154K ﹤0.01%
28,395
-5,490
2791
$153K ﹤0.01%
11,929
+116
2792
$153K ﹤0.01%
91,908
-5,500
2793
$152K ﹤0.01%
60,524
+25,352
2794
$152K ﹤0.01%
1,352
-71
2795
$151K ﹤0.01%
35,418
+4,818
2796
$151K ﹤0.01%
+11,093
2797
$150K ﹤0.01%
85,460
+6,571
2798
$150K ﹤0.01%
10,826
+103
2799
$148K ﹤0.01%
11,633
-12,245
2800
$148K ﹤0.01%
6,140
+3
110 111
112
113 114