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
1701
$713K ﹤0.01%
45,742
-376
1702
$713K ﹤0.01%
5,983
+139
1703
$713K ﹤0.01%
81,723
-1,830
1704
$713K ﹤0.01%
24,300
-1,600
1705
$711K ﹤0.01%
33,580
-3,186
1706
$708K ﹤0.01%
10,837
+2,799
1707
$707K ﹤0.01%
53,586
1708
$706K ﹤0.01%
16,081
-113
1709
$706K ﹤0.01%
12,846
-30
1710
$705K ﹤0.01%
25,710
+45
1711
$704K ﹤0.01%
94,879
+20,956
1712
$698K ﹤0.01%
74,680
+61,050
1713
$697K ﹤0.01%
86,288
-26,305
1714
$697K ﹤0.01%
49,743
-1,315
1715
$696K ﹤0.01%
7,866
-578
1716
$695K ﹤0.01%
43,572
-796
1717
$695K ﹤0.01%
8,611
+172
1718
$694K ﹤0.01%
15,059
-159,816
1719
$694K ﹤0.01%
37,396
-2,869
1720
$694K ﹤0.01%
11,911
+7,236
1721
$694K ﹤0.01%
18,557
+561
1722
$694K ﹤0.01%
47,433
+11,972
1723
$693K ﹤0.01%
20,120
+10,695
1724
$692K ﹤0.01%
41,504
+201
1725
$691K ﹤0.01%
71,270
+12,473
67 68
69
70 71