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
1901
$547K ﹤0.01%
2,263
-12,502
1902
$545K ﹤0.01%
11,460
+162
1903
$544K ﹤0.01%
43,506
-1,529
1904
$543K ﹤0.01%
37,379
-6,438
1905
$542K ﹤0.01%
38,122
+18,913
1906
$542K ﹤0.01%
1,801
+195
1907
$541K ﹤0.01%
14,403
+1,797
1908
$540K ﹤0.01%
25,724
-1,839
1909
$540K ﹤0.01%
117,243
-2,068
1910
$538K ﹤0.01%
+19,644
1911
$537K ﹤0.01%
41,098
+2,093
1912
$536K ﹤0.01%
12,857
+142
1913
$535K ﹤0.01%
21,695
-5,884
1914
$533K ﹤0.01%
28,864
-4,312
1915
$530K ﹤0.01%
32,041
-4,969
1916
$530K ﹤0.01%
30,980
-508
1917
$528K ﹤0.01%
+9,305
1918
$528K ﹤0.01%
3,311
-6
1919
$527K ﹤0.01%
5,112
+1,324
1920
$527K ﹤0.01%
8,305
-4,376
1921
$525K ﹤0.01%
+42,924
1922
$525K ﹤0.01%
17,752
-1,300
1923
$525K ﹤0.01%
23,699
+9,864
1924
$524K ﹤0.01%
49,902
+799
1925
$523K ﹤0.01%
10,536
-118
75 76
77
78 79