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
1851
$580K ﹤0.01%
15,739
-2,681
1852
$579K ﹤0.01%
1,810
+255
1853
$579K ﹤0.01%
9,395
-2,627
1854
$578K ﹤0.01%
10,601
+151
1855
$577K ﹤0.01%
14,410
-1,647
1856
$577K ﹤0.01%
33,396
-1,748
1857
$576K ﹤0.01%
21,909
+1,059
1858
$575K ﹤0.01%
12,662
-1,141
1859
$575K ﹤0.01%
20,041
1860
$572K ﹤0.01%
65,452
+4,981
1861
$572K ﹤0.01%
10,830
-1,943
1862
$572K ﹤0.01%
17,515
+1,021
1863
$572K ﹤0.01%
43,632
+2,253
1864
$572K ﹤0.01%
17,213
+5,856
1865
$571K ﹤0.01%
1,899
+154
1866
$571K ﹤0.01%
3,660
-84
1867
$569K ﹤0.01%
16,091
+2,822
1868
$568K ﹤0.01%
14,875
+2,500
1869
$567K ﹤0.01%
18,469
-1,600
1870
$563K ﹤0.01%
12,508
-2,732
1871
$563K ﹤0.01%
20,776
-140
1872
$563K ﹤0.01%
12,940
-1,526
1873
$562K ﹤0.01%
4,556
-553
1874
$562K ﹤0.01%
46,187
+6,000
1875
$560K ﹤0.01%
+22,841
73 74
75
76 77