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
1726
$690K ﹤0.01%
25,080
+2,045
1727
$688K ﹤0.01%
16,482
-1,152
1728
$686K ﹤0.01%
14,177
+1,166
1729
$683K ﹤0.01%
32,316
+63
1730
$682K ﹤0.01%
10,871
-4,179
1731
$682K ﹤0.01%
6,993
-1,622
1732
$681K ﹤0.01%
13,899
-159
1733
$677K ﹤0.01%
11,185
+228
1734
$677K ﹤0.01%
12,865
-702
1735
$675K ﹤0.01%
27,987
-6,643
1736
$675K ﹤0.01%
8,903
+681
1737
$672K ﹤0.01%
19,154
+7,109
1738
$672K ﹤0.01%
17,403
+2,063
1739
$671K ﹤0.01%
22,091
-980
1740
$670K ﹤0.01%
57,070
+1,653
1741
$669K ﹤0.01%
6,050
-505
1742
$667K ﹤0.01%
50,295
-24,441
1743
$667K ﹤0.01%
16,946
-1,731
1744
$664K ﹤0.01%
49,508
-2,963
1745
$663K ﹤0.01%
75,037
+450
1746
$661K ﹤0.01%
7,980
-454
1747
$661K ﹤0.01%
17,807
+1,290
1748
$661K ﹤0.01%
41,719
+5,793
1749
$661K ﹤0.01%
261,441
-1,400
1750
$661K ﹤0.01%
24,979
68 69
70
71 72