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
1926
$523K ﹤0.01%
2,953
+91
1927
$522K ﹤0.01%
21,937
-4,112
1928
$522K ﹤0.01%
5,954
+10
1929
$522K ﹤0.01%
13,187
-826
1930
$522K ﹤0.01%
18,696
-12,129
1931
$520K ﹤0.01%
54,583
+3,685
1932
$520K ﹤0.01%
23,883
-5,520
1933
$519K ﹤0.01%
61,994
+4,486
1934
$519K ﹤0.01%
23,087
-90,945
1935
$518K ﹤0.01%
19,100
+139
1936
$517K ﹤0.01%
10,136
+1,618
1937
$517K ﹤0.01%
25,603
+496
1938
$517K ﹤0.01%
34,605
+1,649
1939
$516K ﹤0.01%
9,973
-1,682
1940
$516K ﹤0.01%
17,099
+1,847
1941
$515K ﹤0.01%
2,075
-7
1942
$514K ﹤0.01%
20,306
+282
1943
$513K ﹤0.01%
16,128
-8,352
1944
$511K ﹤0.01%
27,729
+1,903
1945
$511K ﹤0.01%
55,882
+149
1946
$511K ﹤0.01%
22,786
-78
1947
$511K ﹤0.01%
2,973
+808
1948
$510K ﹤0.01%
3,138
-148
1949
$509K ﹤0.01%
8,374
-2,231
1950
$507K ﹤0.01%
33,551
-11,667
76 77
78
79 80