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
1751
$660K ﹤0.01%
11,268
-1,035
1752
$658K ﹤0.01%
13,664
+4,117
1753
$658K ﹤0.01%
26,751
+12,484
1754
$658K ﹤0.01%
10,092
+400
1755
$657K ﹤0.01%
33,639
-8,062
1756
$657K ﹤0.01%
14,975
-3,923
1757
$656K ﹤0.01%
14,317
-109
1758
$656K ﹤0.01%
+96,313
1759
$656K ﹤0.01%
25,743
-1,000
1760
$655K ﹤0.01%
24,120
-516
1761
$654K ﹤0.01%
23,322
1762
$653K ﹤0.01%
13,632
-300
1763
$652K ﹤0.01%
50,695
+18,699
1764
$651K ﹤0.01%
36,661
-17,682
1765
$650K ﹤0.01%
21,915
-24,840
1766
$650K ﹤0.01%
33,060
-604
1767
$648K ﹤0.01%
39,622
+2,070
1768
$647K ﹤0.01%
35,636
-1,951
1769
$646K ﹤0.01%
23,157
+697
1770
$645K ﹤0.01%
23,746
-95
1771
$644K ﹤0.01%
34,798
+841
1772
$643K ﹤0.01%
31,076
-346
1773
$643K ﹤0.01%
9,048
+2,127
1774
$641K ﹤0.01%
11,027
+16
1775
$640K ﹤0.01%
76,722
+11,137
69 70
71
72 73