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
2876
$94K ﹤0.01%
4,957
+1,407
2877
$93K ﹤0.01%
18,867
+2,625
2878
$93K ﹤0.01%
6,552
+780
2879
$92K ﹤0.01%
12,046
-203
2880
$92K ﹤0.01%
51,102
+9,562
2881
$91K ﹤0.01%
23,697
-210
2882
$91K ﹤0.01%
885
+8
2883
$87K ﹤0.01%
6,390
+5
2884
$86K ﹤0.01%
17,395
+6,654
2885
$85K ﹤0.01%
1,628
-64
2886
$85K ﹤0.01%
21,806
+1,850
2887
$85K ﹤0.01%
+10,000
2888
$85K ﹤0.01%
131
-23
2889
$84K ﹤0.01%
+10,341
2890
$84K ﹤0.01%
32,032
-1,198
2891
$82K ﹤0.01%
11,196
2892
$82K ﹤0.01%
+12,045
2893
$79K ﹤0.01%
58,889
-5,101
2894
$77K ﹤0.01%
12,594
-2,056
2895
$77K ﹤0.01%
11,483
2896
$77K ﹤0.01%
+25,351
2897
$77K ﹤0.01%
39,915
2898
$76K ﹤0.01%
20,760
-11,187
2899
$75K ﹤0.01%
+14,263
2900
$73K ﹤0.01%
+607
114 115
116
117 118