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
1626
$803K ﹤0.01%
11,380
-912
1627
$802K ﹤0.01%
9,890
-8,580
1628
$801K ﹤0.01%
29,824
-905
1629
$799K ﹤0.01%
37,113
+3,064
1630
$798K ﹤0.01%
23,943
-123
1631
$797K ﹤0.01%
27,241
-600
1632
$797K ﹤0.01%
30,117
-5,305
1633
$796K ﹤0.01%
36,478
+561
1634
$796K ﹤0.01%
11,657
-929
1635
$796K ﹤0.01%
16,017
+7,758
1636
$795K ﹤0.01%
30,908
-105
1637
$795K ﹤0.01%
3,327
+210
1638
$793K ﹤0.01%
9,642
+1,508
1639
$792K ﹤0.01%
23,077
-1,725
1640
$791K ﹤0.01%
51,340
+1,841
1641
$791K ﹤0.01%
2,603
+273
1642
$790K ﹤0.01%
14,393
-459
1643
$790K ﹤0.01%
9,171
+1
1644
$789K ﹤0.01%
10,640
+1,166
1645
$787K ﹤0.01%
17,539
+498
1646
$786K ﹤0.01%
9,408
-2,063
1647
$785K ﹤0.01%
16,252
-809
1648
$782K ﹤0.01%
10,837
+1,744
1649
$780K ﹤0.01%
16,033
-686
1650
$780K ﹤0.01%
38,500
+4,228
64 65
66
67 68