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
2076
$429K ﹤0.01%
13,853
-279
2077
$428K ﹤0.01%
51,160
-522
2078
$428K ﹤0.01%
45,958
-150
2079
$427K ﹤0.01%
10,185
-2,186
2080
$427K ﹤0.01%
1,972
-708
2081
$426K ﹤0.01%
55,715
+2,050
2082
$426K ﹤0.01%
11,440
2083
$425K ﹤0.01%
18,790
+5,294
2084
$425K ﹤0.01%
20,659
-3,969
2085
$425K ﹤0.01%
15,107
+808
2086
$424K ﹤0.01%
+19,963
2087
$424K ﹤0.01%
136,041
-87,844
2088
$423K ﹤0.01%
81,666
-1,603
2089
$423K ﹤0.01%
18,632
-1,653
2090
$423K ﹤0.01%
12,011
-130
2091
$421K ﹤0.01%
3,222
+45
2092
$420K ﹤0.01%
25,549
+2,069
2093
$420K ﹤0.01%
7,920
+608
2094
$420K ﹤0.01%
25,922
+1,196
2095
$419K ﹤0.01%
+23,762
2096
$419K ﹤0.01%
13,060
-42,536
2097
$418K ﹤0.01%
19,488
+5,922
2098
$418K ﹤0.01%
38,496
-1,276
2099
$418K ﹤0.01%
12,869
-260
2100
$418K ﹤0.01%
344
+25
82 83
84
85 86