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
1951
$507K ﹤0.01%
19,030
-6,207
1952
$506K ﹤0.01%
15,807
-2,161
1953
$506K ﹤0.01%
6,591
+1,329
1954
$504K ﹤0.01%
1,841
-361
1955
$503K ﹤0.01%
50,363
-3,180
1956
$503K ﹤0.01%
6,063
+2,847
1957
$503K ﹤0.01%
12,442
+27
1958
$500K ﹤0.01%
10,270
-1,032
1959
$499K ﹤0.01%
6,709
+129
1960
$498K ﹤0.01%
6,561
+145
1961
$498K ﹤0.01%
17,267
+2,217
1962
$497K ﹤0.01%
12,628
-273
1963
$497K ﹤0.01%
23,001
-16,847
1964
$497K ﹤0.01%
19,177
+408
1965
$496K ﹤0.01%
1,059
-54
1966
$496K ﹤0.01%
19,098
+8,308
1967
$496K ﹤0.01%
54,896
+15,713
1968
$495K ﹤0.01%
10,193
-3,067
1969
$495K ﹤0.01%
2,331
-278
1970
$494K ﹤0.01%
410
-52
1971
$494K ﹤0.01%
52,880
+11,623
1972
$494K ﹤0.01%
9,800
-930
1973
$494K ﹤0.01%
20,478
+576
1974
$494K ﹤0.01%
+7,592
1975
$494K ﹤0.01%
20,853
+518
77 78
79
80 81