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
2126
$405K ﹤0.01%
17,846
-2,343
2127
$405K ﹤0.01%
48,569
+14,162
2128
$404K ﹤0.01%
11,904
+1,100
2129
$402K ﹤0.01%
2,481
+131
2130
$402K ﹤0.01%
4,079
+19
2131
$402K ﹤0.01%
19,331
-7,383
2132
$402K ﹤0.01%
20,806
+11,154
2133
$402K ﹤0.01%
35,409
+39
2134
$402K ﹤0.01%
37,505
+6,577
2135
$400K ﹤0.01%
9,199
+621
2136
$400K ﹤0.01%
6,361
-291
2137
$399K ﹤0.01%
9,304
+2,987
2138
$399K ﹤0.01%
50,392
-16,911
2139
$398K ﹤0.01%
13,613
-667
2140
$397K ﹤0.01%
3,850
+177
2141
$397K ﹤0.01%
42,240
-2,362
2142
$396K ﹤0.01%
49,302
-6,192
2143
$396K ﹤0.01%
16,971
-165
2144
$395K ﹤0.01%
30,338
+554
2145
$395K ﹤0.01%
12,712
2146
$395K ﹤0.01%
5,956
-1,580
2147
$395K ﹤0.01%
5,304
-222
2148
$393K ﹤0.01%
3,714
+94
2149
$392K ﹤0.01%
2,197
-181
2150
$390K ﹤0.01%
+10,153
84 85
86
87 88