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
2851
$109K ﹤0.01%
16,580
+16
2852
$108K ﹤0.01%
+19,412
2853
$108K ﹤0.01%
+10,785
2854
$107K ﹤0.01%
56,734
2855
$107K ﹤0.01%
34,900
-1,600
2856
$106K ﹤0.01%
15,040
+175
2857
$106K ﹤0.01%
18,758
2858
$105K ﹤0.01%
+25,800
2859
$105K ﹤0.01%
46,200
+2,100
2860
$104K ﹤0.01%
4,014
-767
2861
$104K ﹤0.01%
12,746
-393
2862
$103K ﹤0.01%
37,487
+9,450
2863
$101K ﹤0.01%
21,806
-454
2864
$100K ﹤0.01%
15,297
+5,000
2865
$100K ﹤0.01%
13,445
+2,126
2866
$99K ﹤0.01%
21,624
-1,289
2867
$99K ﹤0.01%
13,309
+28
2868
$98K ﹤0.01%
16,164
-4,659
2869
$97K ﹤0.01%
12,806
-966
2870
$96K ﹤0.01%
14,184
-341
2871
$95K ﹤0.01%
26,395
-18,559
2872
$95K ﹤0.01%
63
+7
2873
$94K ﹤0.01%
23,865
-93
2874
$94K ﹤0.01%
21,757
-7,230
2875
$94K ﹤0.01%
10,243
-48,000
113 114
115
116 117