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
1776
$640K ﹤0.01%
28,476
+13,242
1777
$639K ﹤0.01%
41,868
+1,173
1778
$638K ﹤0.01%
38,660
+4,257
1779
$638K ﹤0.01%
74,304
+8,802
1780
$638K ﹤0.01%
1,728
-224
1781
$637K ﹤0.01%
11,877
+7,767
1782
$636K ﹤0.01%
19,666
+1,150
1783
$634K ﹤0.01%
14,755
+47
1784
$634K ﹤0.01%
10,067
+576
1785
$633K ﹤0.01%
22,080
1786
$631K ﹤0.01%
18,324
+2,964
1787
$630K ﹤0.01%
28,122
+12,152
1788
$629K ﹤0.01%
24,078
+2,631
1789
$629K ﹤0.01%
10,717
-2,173
1790
$629K ﹤0.01%
4,426
-259
1791
$628K ﹤0.01%
13,591
-485
1792
$627K ﹤0.01%
23,221
-187
1793
$626K ﹤0.01%
8,965
+89
1794
$626K ﹤0.01%
20,488
+3,218
1795
$621K ﹤0.01%
32,005
-195
1796
$621K ﹤0.01%
6,342
+271
1797
$620K ﹤0.01%
10,974
-5,000
1798
$620K ﹤0.01%
1,872
+56
1799
$619K ﹤0.01%
20,991
-7,242
1800
$618K ﹤0.01%
17,744
-3,355
70 71
72
73 74