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
2176
$379K ﹤0.01%
20,804
-2,832
2177
$378K ﹤0.01%
20,641
+4,611
2178
$377K ﹤0.01%
5,453
-714
2179
$377K ﹤0.01%
+3,364
2180
$376K ﹤0.01%
20,083
-885
2181
$376K ﹤0.01%
6,593
-634
2182
$375K ﹤0.01%
7,928
-91
2183
$375K ﹤0.01%
5,393
-283
2184
$373K ﹤0.01%
16,109
-1,069
2185
$372K ﹤0.01%
29,435
+85
2186
$372K ﹤0.01%
30,133
-271
2187
$372K ﹤0.01%
1,887
-143
2188
$371K ﹤0.01%
16,483
-235
2189
$371K ﹤0.01%
12,659
-2,601
2190
$371K ﹤0.01%
+6,214
2191
$369K ﹤0.01%
19,988
-1,356
2192
$369K ﹤0.01%
6,687
-147
2193
$368K ﹤0.01%
38,429
+1,624
2194
$368K ﹤0.01%
3,938
-768
2195
$368K ﹤0.01%
12,870
+1,766
2196
$367K ﹤0.01%
5,886
-545
2197
$366K ﹤0.01%
1,298
-360
2198
$366K ﹤0.01%
13,354
-758
2199
$365K ﹤0.01%
7,507
-6,417
2200
$365K ﹤0.01%
59,134
+7,479
86 87
88
89 90