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
2151
$390K ﹤0.01%
27,947
-3,569
2152
$389K ﹤0.01%
18,885
-13,181
2153
$388K ﹤0.01%
10,872
-12,879
2154
$388K ﹤0.01%
13,802
-2,091
2155
$387K ﹤0.01%
5,812
+561
2156
$387K ﹤0.01%
8,300
-562
2157
$386K ﹤0.01%
11,610
+457
2158
$385K ﹤0.01%
34,050
-1,622
2159
$385K ﹤0.01%
2,004
2160
$385K ﹤0.01%
3,582
+603
2161
$385K ﹤0.01%
45,935
+394
2162
$385K ﹤0.01%
1,913
+95
2163
$384K ﹤0.01%
8,909
+650
2164
$383K ﹤0.01%
3,834
+1,155
2165
$383K ﹤0.01%
36,401
+6,599
2166
$382K ﹤0.01%
2,988
-268
2167
$382K ﹤0.01%
4,404
-7,060
2168
$381K ﹤0.01%
24,862
+567
2169
$381K ﹤0.01%
7,001
2170
$381K ﹤0.01%
20,384
-10,376
2171
$381K ﹤0.01%
26,398
+15,244
2172
$381K ﹤0.01%
26,947
+14,383
2173
$381K ﹤0.01%
11,247
+905
2174
$380K ﹤0.01%
7,584
-1,599
2175
$380K ﹤0.01%
20,157
-150
85 86
87
88 89