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
2026
$457K ﹤0.01%
53,664
+5,006
2027
$456K ﹤0.01%
3,521
+26
2028
$456K ﹤0.01%
12,526
+365
2029
$455K ﹤0.01%
3,323
+71
2030
$454K ﹤0.01%
1,737
-524
2031
$453K ﹤0.01%
52,903
-6,256
2032
$452K ﹤0.01%
41,549
-2,114
2033
$452K ﹤0.01%
16,348
+97
2034
$452K ﹤0.01%
2,014
+635
2035
$451K ﹤0.01%
10,838
+94
2036
$451K ﹤0.01%
20,672
-1,245
2037
$450K ﹤0.01%
21,531
+1,010
2038
$450K ﹤0.01%
10,017
-1,101
2039
$450K ﹤0.01%
10,650
-1,257
2040
$450K ﹤0.01%
7,808
2041
$449K ﹤0.01%
19,381
-47,827
2042
$448K ﹤0.01%
14,625
-1,328
2043
$448K ﹤0.01%
4,013
-410
2044
$446K ﹤0.01%
6,081
-34
2045
$446K ﹤0.01%
+14,448
2046
$446K ﹤0.01%
10,083
-769
2047
$445K ﹤0.01%
2,576
+1,452
2048
$445K ﹤0.01%
19,091
+7,324
2049
$445K ﹤0.01%
16,432
+9,259
2050
$445K ﹤0.01%
65,789
+9,193
80 81
82
83 84