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
3026
$4K ﹤0.01%
7
3027
$4K ﹤0.01%
10,550
3028
$4K ﹤0.01%
1,445
3029
$4K ﹤0.01%
14,000
3030
$3K ﹤0.01%
4
3031
$3K ﹤0.01%
1,047
-17
3032
$3K ﹤0.01%
2,378
3033
– –
-7,095
3034
– –
-4,494
3035
– –
-11,147
3036
– –
-1,430
3037
– –
-7,975
3038
– –
-5,362
3039
– –
-3,897
3040
– –
-6,256
3041
– –
-3,230
3042
– –
-4,371
3043
– –
-16,071
3044
– –
-26
3045
– –
-8,712
3046
– –
-3,657
3047
– –
-14,800
3048
– –
-7,490
3049
– –
-8,748
3050
– –
-1,451
120 121
122
123 124