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
1876
$556K ﹤0.01%
19,094
-19,909
1877
$556K ﹤0.01%
27,722
-622
1878
$556K ﹤0.01%
25,844
-5,712
1879
$555K ﹤0.01%
33,587
+9,697
1880
$555K ﹤0.01%
7,750
-600
1881
$555K ﹤0.01%
5,918
+655
1882
$554K ﹤0.01%
18,671
1883
$554K ﹤0.01%
30,894
+13,686
1884
$554K ﹤0.01%
25,356
-2,228
1885
$553K ﹤0.01%
28,116
-1,349
1886
$552K ﹤0.01%
9,092
+114
1887
$552K ﹤0.01%
15,522
+55
1888
$551K ﹤0.01%
47,783
+96
1889
$551K ﹤0.01%
+43,449
1890
$550K ﹤0.01%
15,529
-17,886
1891
$550K ﹤0.01%
23,839
-180
1892
$549K ﹤0.01%
34,055
-14,799
1893
$549K ﹤0.01%
19,852
-9,743
1894
$549K ﹤0.01%
27,497
+52
1895
$548K ﹤0.01%
10,696
+1,162
1896
$548K ﹤0.01%
142,261
+2,132
1897
$548K ﹤0.01%
2,229
-2
1898
$548K ﹤0.01%
21,746
-536
1899
$548K ﹤0.01%
16,363
-645
1900
$547K ﹤0.01%
17,829
-687
74 75
76
77 78