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
2901
$73K ﹤0.01%
+10,116
2902
$72K ﹤0.01%
41,318
-3,910
2903
$71K ﹤0.01%
+894
2904
$71K ﹤0.01%
19,218
-2,350
2905
$70K ﹤0.01%
+12,559
2906
$69K ﹤0.01%
30,685
+2,248
2907
$68K ﹤0.01%
+10,050
2908
$68K ﹤0.01%
23,000
-1
2909
$68K ﹤0.01%
4,875
-195
2910
$67K ﹤0.01%
5,077
-145
2911
$67K ﹤0.01%
20,572
-38
2912
$67K ﹤0.01%
3,240
-2,407
2913
$67K ﹤0.01%
38,762
-5,720
2914
$66K ﹤0.01%
10,739
-6,234
2915
$66K ﹤0.01%
22,205
-6,981
2916
$65K ﹤0.01%
2,165
-13
2917
$65K ﹤0.01%
18,261
+4,154
2918
$65K ﹤0.01%
14,475
2919
$64K ﹤0.01%
14,488
+1,174
2920
$64K ﹤0.01%
61,389
-8,941
2921
$64K ﹤0.01%
15,995
2922
$62K ﹤0.01%
13,447
-14,450
2923
$61K ﹤0.01%
2,465
-23
2924
$60K ﹤0.01%
100
+2
2925
$60K ﹤0.01%
6
115 116
117
118 119