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
2951
$41K ﹤0.01%
18,277
+2,324
2952
$40K ﹤0.01%
+14,902
2953
$40K ﹤0.01%
10,500
+100
2954
$39K ﹤0.01%
2,987
+136
2955
$39K ﹤0.01%
17,036
+1,000
2956
$39K ﹤0.01%
559
+8
2957
$39K ﹤0.01%
36,450
2958
$38K ﹤0.01%
+10,000
2959
$38K ﹤0.01%
1,733
2960
$37K ﹤0.01%
26,750
2961
$36K ﹤0.01%
73,400
+15,000
2962
$36K ﹤0.01%
467
2963
$34K ﹤0.01%
+10,410
2964
$34K ﹤0.01%
12,800
-4,000
2965
$34K ﹤0.01%
10,370
2966
$33K ﹤0.01%
16,204
+1,204
2967
$33K ﹤0.01%
1,825
-30
2968
$33K ﹤0.01%
11,746
-402
2969
$33K ﹤0.01%
11,313
2970
$32K ﹤0.01%
919
2971
$31K ﹤0.01%
213
-833
2972
$30K ﹤0.01%
3,005
-34
2973
$29K ﹤0.01%
14,400
2974
$28K ﹤0.01%
11,231
2975
$28K ﹤0.01%
33
-1
117 118
119
120 121