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
1576
$870K ﹤0.01%
9,340
-3,153
1577
$868K ﹤0.01%
24,726
-1,244
1578
$864K ﹤0.01%
34,448
+1,292
1579
$861K ﹤0.01%
2,928
+113
1580
$857K ﹤0.01%
35,467
+3,503
1581
$855K ﹤0.01%
10,300
+8
1582
$850K ﹤0.01%
27,628
+7,718
1583
$850K ﹤0.01%
4,401
+698
1584
$848K ﹤0.01%
72,659
-99,811
1585
$846K ﹤0.01%
36,288
-4,637
1586
$843K ﹤0.01%
24,695
1587
$843K ﹤0.01%
+31,301
1588
$842K ﹤0.01%
59,893
+1,030
1589
$842K ﹤0.01%
6,264
+479
1590
$842K ﹤0.01%
82,089
+949
1591
$840K ﹤0.01%
86,025
-1,703
1592
$839K ﹤0.01%
31,271
-31
1593
$837K ﹤0.01%
13,655
-7,603
1594
$835K ﹤0.01%
8,682
+1,250
1595
$832K ﹤0.01%
32,858
+20,882
1596
$831K ﹤0.01%
65,674
-197
1597
$828K ﹤0.01%
31,508
+4,701
1598
$827K ﹤0.01%
34,274
-4,919
1599
$827K ﹤0.01%
14,815
+1,622
1600
$827K ﹤0.01%
125,803
-1,854
62 63
64
65 66