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
2051
$444K ﹤0.01%
16,507
-3,165
2052
$444K ﹤0.01%
20,054
-1,316
2053
$443K ﹤0.01%
+7,480
2054
$441K ﹤0.01%
9,399
-1,178
2055
$441K ﹤0.01%
13,209
-588
2056
$441K ﹤0.01%
53,990
+17,569
2057
$440K ﹤0.01%
9,606
-556
2058
$438K ﹤0.01%
12,429
+520
2059
$438K ﹤0.01%
14,989
-28
2060
$436K ﹤0.01%
62,149
+720
2061
$436K ﹤0.01%
19,694
-1,084
2062
$436K ﹤0.01%
13,776
+1,219
2063
$436K ﹤0.01%
19,616
+9,100
2064
$435K ﹤0.01%
65,607
+37,966
2065
$434K ﹤0.01%
+9,500
2066
$434K ﹤0.01%
+5,211
2067
$434K ﹤0.01%
52,580
+499
2068
$433K ﹤0.01%
14,125
-320
2069
$433K ﹤0.01%
19,393
-1,245
2070
$432K ﹤0.01%
19,700
2071
$431K ﹤0.01%
8,672
-200
2072
$431K ﹤0.01%
68,353
+46,724
2073
$430K ﹤0.01%
4,704
-185
2074
$430K ﹤0.01%
11,024
-1,647
2075
$430K ﹤0.01%
34,590
-965
81 82
83
84 85