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
1676
$743K ﹤0.01%
6,379
1677
$742K ﹤0.01%
12,970
-34,808
1678
$741K ﹤0.01%
101,780
+11,980
1679
$739K ﹤0.01%
39,364
+574
1680
$739K ﹤0.01%
20,908
+3,462
1681
$738K ﹤0.01%
7,394
-523
1682
$738K ﹤0.01%
30,573
+5,053
1683
$737K ﹤0.01%
6,270
+643
1684
$737K ﹤0.01%
2,629
+649
1685
$735K ﹤0.01%
7,129
-563
1686
$734K ﹤0.01%
16,002
-195
1687
$733K ﹤0.01%
9,396
-243
1688
$730K ﹤0.01%
10,209
+152
1689
$728K ﹤0.01%
65,132
+4,786
1690
$727K ﹤0.01%
40,274
+1,447
1691
$726K ﹤0.01%
147,939
+11,674
1692
$725K ﹤0.01%
43,218
+1,323
1693
$724K ﹤0.01%
9,830
+124
1694
$723K ﹤0.01%
18,925
-1,543
1695
$720K ﹤0.01%
14,993
-803
1696
$719K ﹤0.01%
+24,370
1697
$719K ﹤0.01%
59,153
-1,613
1698
$717K ﹤0.01%
37,883
+9,491
1699
$717K ﹤0.01%
3,421
+371
1700
$716K ﹤0.01%
33,001
-2,459
66 67
68
69 70