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
2976
$28K ﹤0.01%
67
-2
2977
$27K ﹤0.01%
20,000
2978
$27K ﹤0.01%
71,300
+26,000
2979
$27K ﹤0.01%
105
+60
2980
$27K ﹤0.01%
15,343
+3,450
2981
$26K ﹤0.01%
+17,930
2982
$26K ﹤0.01%
10,920
-10,300
2983
$26K ﹤0.01%
15,166
2984
$24K ﹤0.01%
508
-10
2985
$23K ﹤0.01%
3,533
2986
$22K ﹤0.01%
+10,010
2987
$22K ﹤0.01%
+43
2988
$22K ﹤0.01%
16,332
-35,100
2989
$21K ﹤0.01%
48,500
2990
$21K ﹤0.01%
5,833
+182
2991
$21K ﹤0.01%
22,036
-60
2992
$20K ﹤0.01%
3,002
-2,403
2993
$20K ﹤0.01%
68,825
-1,421
2994
$19K ﹤0.01%
2,447
-34
2995
$19K ﹤0.01%
+847
2996
$19K ﹤0.01%
10,500
2997
$19K ﹤0.01%
737
2998
$18K ﹤0.01%
151
+6
2999
$18K ﹤0.01%
866
3000
$18K ﹤0.01%
+95
118 119
120
121 122