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
2926
$59K ﹤0.01%
25,217
+260
2927
$57K ﹤0.01%
21,000
2928
$57K ﹤0.01%
23,226
-8,960
2929
$57K ﹤0.01%
99,761
2930
$56K ﹤0.01%
11,809
-621
2931
$56K ﹤0.01%
17,046
+80
2932
$55K ﹤0.01%
+10,716
2933
$54K ﹤0.01%
11,021
-4,894
2934
$53K ﹤0.01%
23,985
+1,485
2935
$53K ﹤0.01%
13
2936
$52K ﹤0.01%
1,376
2937
$51K ﹤0.01%
18,317
-1,500
2938
$51K ﹤0.01%
+11,184
2939
$50K ﹤0.01%
2,184
-11
2940
$50K ﹤0.01%
12,761
+845
2941
$48K ﹤0.01%
14,204
-1,112
2942
$48K ﹤0.01%
13,266
-13,274
2943
$46K ﹤0.01%
15,731
+1,500
2944
$45K ﹤0.01%
1,916
-473
2945
$44K ﹤0.01%
12,748
-13,969
2946
$43K ﹤0.01%
+14,034
2947
$43K ﹤0.01%
14,053
+3,196
2948
$43K ﹤0.01%
31,691
-50
2949
$43K ﹤0.01%
23,020
+700
2950
$42K ﹤0.01%
1,172
+110
116 117
118
119 120