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
2101
$417K ﹤0.01%
21,648
+9,086
2102
$417K ﹤0.01%
6,163
+383
2103
$417K ﹤0.01%
12,312
+399
2104
$416K ﹤0.01%
2,302
+814
2105
$415K ﹤0.01%
9,726
-215
2106
$414K ﹤0.01%
5,082
+22
2107
$414K ﹤0.01%
6,172
-266
2108
$414K ﹤0.01%
17,710
-61
2109
$413K ﹤0.01%
7,259
+774
2110
$413K ﹤0.01%
15,330
+30
2111
$412K ﹤0.01%
37,318
-84,968
2112
$412K ﹤0.01%
19,419
-1,352
2113
$412K ﹤0.01%
11,122
+655
2114
$412K ﹤0.01%
10,511
+2,783
2115
$412K ﹤0.01%
24,568
+3,875
2116
$411K ﹤0.01%
5,949
-716
2117
$411K ﹤0.01%
3,411
-571
2118
$410K ﹤0.01%
8,575
+31
2119
$410K ﹤0.01%
8,355
-437
2120
$409K ﹤0.01%
+7,363
2121
$409K ﹤0.01%
13,569
-3,125
2122
$408K ﹤0.01%
12,884
+5,098
2123
$407K ﹤0.01%
60,091
-889
2124
$407K ﹤0.01%
8,844
+387
2125
$406K ﹤0.01%
16,847
-91,074
83 84
85
86 87