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
1501
$977K 0.01%
46,457
-759
1502
$974K 0.01%
29,738
-81,186
1503
$969K 0.01%
5,705
-2,614
1504
$968K 0.01%
20,993
-3,301
1505
$962K 0.01%
18,713
+4,272
1506
$958K 0.01%
21,757
-433
1507
$957K 0.01%
13,625
-1,306
1508
$956K 0.01%
33,313
-92,103
1509
$955K 0.01%
32,295
+25,299
1510
$953K 0.01%
30,139
+1,681
1511
$953K 0.01%
174,625
+2,000
1512
$953K 0.01%
22,776
-1,709
1513
$951K 0.01%
38,487
-7,639
1514
$950K 0.01%
17,988
-4,909
1515
$950K 0.01%
+29,310
1516
$949K 0.01%
18,550
-48,778
1517
$948K 0.01%
14,769
-41
1518
$946K 0.01%
32,731
+11,671
1519
$946K 0.01%
17,257
+3,135
1520
$943K 0.01%
45,293
+3,459
1521
$942K 0.01%
19,303
-15,387
1522
$942K 0.01%
28,850
-2,000
1523
$938K 0.01%
100,746
+131
1524
$937K 0.01%
+87,328
1525
$936K 0.01%
55,821
-17,417
59 60
61
62 63