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
3001
$17K ﹤0.01%
15,499
3002
$17K ﹤0.01%
10,000
3003
$16K ﹤0.01%
10,220
-150
3004
$15K ﹤0.01%
641
3005
$15K ﹤0.01%
33
+14
3006
$14K ﹤0.01%
13,019
3007
$13K ﹤0.01%
1,524
3008
$12K ﹤0.01%
1,489
3009
$12K ﹤0.01%
+1
3010
$11K ﹤0.01%
60
3011
$10K ﹤0.01%
38,100
+5,000
3012
$10K ﹤0.01%
17,064
+884
3013
$10K ﹤0.01%
20,880
3014
$9K ﹤0.01%
2,293
-186
3015
$9K ﹤0.01%
11,621
3016
$8K ﹤0.01%
6
3017
$8K ﹤0.01%
20,971
3018
– –
0
3019
$7K ﹤0.01%
+18,701
3020
$6K ﹤0.01%
+264
3021
$6K ﹤0.01%
22,000
-23,000
3022
$6K ﹤0.01%
1,259
-150
3023
$6K ﹤0.01%
15,578
-2,000
3024
$5K ﹤0.01%
68
3025
$5K ﹤0.01%
750
119 120
121
122 123