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
1826
$600K ﹤0.01%
56,196
+1,341
1827
$600K ﹤0.01%
45,678
+792
1828
$598K ﹤0.01%
22,221
-509
1829
$595K ﹤0.01%
2,486
+1,007
1830
$595K ﹤0.01%
17,487
-11,890
1831
$594K ﹤0.01%
51,132
+5,672
1832
$594K ﹤0.01%
64,265
-2,663
1833
$594K ﹤0.01%
97,197
+10,598
1834
$593K ﹤0.01%
27,935
+3,200
1835
$593K ﹤0.01%
11,108
+2,315
1836
$592K ﹤0.01%
13,102
+177
1837
$592K ﹤0.01%
81,558
+2,770
1838
$592K ﹤0.01%
19,863
-3,749
1839
$591K ﹤0.01%
110,742
-113,455
1840
$591K ﹤0.01%
13,669
+685
1841
$590K ﹤0.01%
12,821
+139
1842
$589K ﹤0.01%
22,867
+1,865
1843
$589K ﹤0.01%
26,468
-2,625
1844
$588K ﹤0.01%
16,657
-7,141
1845
$584K ﹤0.01%
69,166
+19,389
1846
$583K ﹤0.01%
7,797
+1,623
1847
$581K ﹤0.01%
14,392
-572
1848
$581K ﹤0.01%
84,720
+5,933
1849
$581K ﹤0.01%
16,068
-25,332
1850
$580K ﹤0.01%
23,053
+10,748
72 73
74
75 76