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
1976
$493K ﹤0.01%
22,433
-8,404
1977
$493K ﹤0.01%
11,007
+732
1978
$492K ﹤0.01%
4,477
+171
1979
$492K ﹤0.01%
24,308
+3,348
1980
$491K ﹤0.01%
14,123
+1,288
1981
$490K ﹤0.01%
13,211
+117
1982
$490K ﹤0.01%
1,617
-161
1983
$490K ﹤0.01%
+24,429
1984
$488K ﹤0.01%
16,050
+3,187
1985
$488K ﹤0.01%
17,495
+8,711
1986
$488K ﹤0.01%
20,094
+2,844
1987
$486K ﹤0.01%
19,266
-316
1988
$486K ﹤0.01%
13,051
-888
1989
$485K ﹤0.01%
14,648
-76
1990
$485K ﹤0.01%
4,547
+277
1991
$484K ﹤0.01%
70,994
+1,380
1992
$484K ﹤0.01%
15,070
-4,039
1993
$484K ﹤0.01%
15,961
1994
$483K ﹤0.01%
18,697
+5,135
1995
$483K ﹤0.01%
7,631
+12
1996
$479K ﹤0.01%
19,662
+6,817
1997
$478K ﹤0.01%
19,648
-9,569
1998
$476K ﹤0.01%
16,342
+784
1999
$476K ﹤0.01%
+22,923
2000
$476K ﹤0.01%
19,255
-13,914
78 79
80
81 82