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
1651
$778K ﹤0.01%
7,252
-376
1652
$776K ﹤0.01%
24,678
+7,729
1653
$775K ﹤0.01%
20,507
+1,015
1654
$774K ﹤0.01%
8,078
-900
1655
$773K ﹤0.01%
65,312
+752
1656
$771K ﹤0.01%
33,036
-8,304
1657
$767K ﹤0.01%
+28,836
1658
$766K ﹤0.01%
7,084
-16
1659
$764K ﹤0.01%
23,210
+2,032
1660
$764K ﹤0.01%
24,441
-865
1661
$762K ﹤0.01%
+56,543
1662
$760K ﹤0.01%
16,707
-1,104
1663
$759K ﹤0.01%
7,164
+1,566
1664
$759K ﹤0.01%
78,515
-326
1665
$754K ﹤0.01%
19,140
-16,638
1666
$753K ﹤0.01%
14,607
+204
1667
$753K ﹤0.01%
19,402
+458
1668
$752K ﹤0.01%
117,578
-2,530
1669
$751K ﹤0.01%
24,469
-2,731
1670
$751K ﹤0.01%
63,059
+49,459
1671
$750K ﹤0.01%
83,467
-14,002
1672
$750K ﹤0.01%
63,006
-10,944
1673
$747K ﹤0.01%
+24,422
1674
$745K ﹤0.01%
48,747
+2,446
1675
$744K ﹤0.01%
5,634
-127
65 66
67
68 69