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
2801
$147K ﹤0.01%
+10,035
2802
$147K ﹤0.01%
5,325
-2,503
2803
$145K ﹤0.01%
34,439
+3,224
2804
$143K ﹤0.01%
10,128
-8,108
2805
$142K ﹤0.01%
21,557
-35,575
2806
$142K ﹤0.01%
31,152
-4,897
2807
$142K ﹤0.01%
+12,346
2808
$140K ﹤0.01%
17,227
-976
2809
$140K ﹤0.01%
7,196
-100
2810
$138K ﹤0.01%
+12,368
2811
$135K ﹤0.01%
10,037
2812
$135K ﹤0.01%
12,820
-688
2813
$134K ﹤0.01%
31,000
2814
$134K ﹤0.01%
12,407
-497
2815
$133K ﹤0.01%
13,498
+1,454
2816
$133K ﹤0.01%
50,005
2817
$132K ﹤0.01%
11,235
+1,341
2818
$132K ﹤0.01%
13,300
-7,536
2819
$129K ﹤0.01%
16,134
-451
2820
$129K ﹤0.01%
+11,096
2821
$128K ﹤0.01%
18,736
-8,472
2822
$128K ﹤0.01%
33,353
+3,697
2823
$128K ﹤0.01%
30,912
+2,050
2824
$127K ﹤0.01%
10,480
-2,020
2825
$127K ﹤0.01%
6,292
-1,998
111 112
113
114 115