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
1801
$618K ﹤0.01%
12,362
-25,796
1802
$616K ﹤0.01%
17,439
-99
1803
$615K ﹤0.01%
18,123
-83,883
1804
$614K ﹤0.01%
6,976
+1,369
1805
$614K ﹤0.01%
23,715
-2,000
1806
$613K ﹤0.01%
+6,839
1807
$612K ﹤0.01%
22,279
+4,648
1808
$611K ﹤0.01%
100,182
+651
1809
$610K ﹤0.01%
15,930
-18,374
1810
$610K ﹤0.01%
8,821
-14,787
1811
$610K ﹤0.01%
9,241
+2,921
1812
$610K ﹤0.01%
23,413
1813
$609K ﹤0.01%
14,699
-215
1814
$608K ﹤0.01%
26,258
+17,995
1815
$608K ﹤0.01%
10,962
+1,498
1816
$607K ﹤0.01%
8,167
+3,954
1817
$606K ﹤0.01%
6,872
+1,329
1818
$605K ﹤0.01%
32,580
-5,327
1819
$604K ﹤0.01%
12,589
+3,931
1820
$604K ﹤0.01%
18,650
+1,097
1821
$604K ﹤0.01%
19,124
-32
1822
$603K ﹤0.01%
21,841
-14,375
1823
$602K ﹤0.01%
18,438
+1,336
1824
$600K ﹤0.01%
8,069
-6,462
1825
$600K ﹤0.01%
12,578
-2,012
71 72
73
74 75