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
2826
$125K ﹤0.01%
16,807
-871
2827
$124K ﹤0.01%
11,520
+135
2828
$124K ﹤0.01%
34,297
+2,429
2829
– –
0
2830
$123K ﹤0.01%
21,500
2831
$123K ﹤0.01%
11,734
-500
2832
$122K ﹤0.01%
15,430
+350
2833
$122K ﹤0.01%
17,440
+3,542
2834
$122K ﹤0.01%
12,249
-2,328
2835
$121K ﹤0.01%
12,645
+1,159
2836
$121K ﹤0.01%
10,576
+230
2837
$120K ﹤0.01%
56,207
-1,300
2838
$118K ﹤0.01%
10,704
-1,140
2839
$118K ﹤0.01%
23,971
+1,568
2840
$116K ﹤0.01%
11,700
-1,635
2841
$115K ﹤0.01%
803
+37
2842
$115K ﹤0.01%
16,013
+3,165
2843
$115K ﹤0.01%
5,695
+1,276
2844
$114K ﹤0.01%
14,204
+3,058
2845
$113K ﹤0.01%
15,578
2846
$111K ﹤0.01%
23,635
+1,745
2847
$111K ﹤0.01%
10,589
2848
$111K ﹤0.01%
17,638
-44,905
2849
$109K ﹤0.01%
6,746
+1,981
2850
$109K ﹤0.01%
34,646
-43,500
112 113
114
115 116