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
1551
$903K ﹤0.01%
78,418
+1,542
1552
$902K ﹤0.01%
25,346
-23,458
1553
$902K ﹤0.01%
35,954
+1,033
1554
$898K ﹤0.01%
38,560
-39,664
1555
$895K ﹤0.01%
28,458
-368
1556
$894K ﹤0.01%
26,628
-6,654
1557
$894K ﹤0.01%
10,034
+3,395
1558
$893K ﹤0.01%
29,457
+2,558
1559
$892K ﹤0.01%
44,959
-1,009
1560
$890K ﹤0.01%
3,240
+124
1561
$889K ﹤0.01%
16,741
-378
1562
$887K ﹤0.01%
69,109
-2,050
1563
$884K ﹤0.01%
17,095
+174
1564
$882K ﹤0.01%
16,132
-369
1565
$882K ﹤0.01%
29,127
-555
1566
$881K ﹤0.01%
27,534
+2,094
1567
$880K ﹤0.01%
9,363
-109
1568
$879K ﹤0.01%
18,612
-2,080
1569
$878K ﹤0.01%
1,870
+12
1570
$877K ﹤0.01%
31,044
-10,177
1571
$877K ﹤0.01%
81,702
-8,648
1572
$875K ﹤0.01%
8,652
-569
1573
$874K ﹤0.01%
39,950
+79
1574
$873K ﹤0.01%
6,441
+1,988
1575
$873K ﹤0.01%
30,644
-355
61 62
63
64 65