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
1601
$827K ﹤0.01%
16,255
+87
1602
$825K ﹤0.01%
16,018
+8,167
1603
$824K ﹤0.01%
15,339
+53
1604
$823K ﹤0.01%
32,028
-40,366
1605
$823K ﹤0.01%
30,053
+7,864
1606
$822K ﹤0.01%
61,228
+18,954
1607
$821K ﹤0.01%
35,155
-7,850
1608
$821K ﹤0.01%
21,548
+1,970
1609
$821K ﹤0.01%
70,268
+16,152
1610
$819K ﹤0.01%
11,244
+6,499
1611
$819K ﹤0.01%
42,615
+2,560
1612
$819K ﹤0.01%
13,729
-10,727
1613
$817K ﹤0.01%
16,574
-3,629
1614
$816K ﹤0.01%
13,079
+220
1615
$816K ﹤0.01%
36,479
+2,027
1616
$816K ﹤0.01%
7,792
-575
1617
$815K ﹤0.01%
6,719
-40
1618
$813K ﹤0.01%
6,423
+4,251
1619
$811K ﹤0.01%
13,888
+859
1620
$811K ﹤0.01%
1,968
-195
1621
$807K ﹤0.01%
18,230
-143
1622
$805K ﹤0.01%
28,405
+2,283
1623
$804K ﹤0.01%
15,280
+7,712
1624
$804K ﹤0.01%
67,294
-13,157
1625
$803K ﹤0.01%
5,646
-765
63 64
65
66 67