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
2201
$365K ﹤0.01%
+15,772
2202
$365K ﹤0.01%
243
2203
$364K ﹤0.01%
4,381
-5,223
2204
$364K ﹤0.01%
31,865
+622
2205
$363K ﹤0.01%
4,365
+76
2206
$362K ﹤0.01%
12,329
-12,761
2207
$362K ﹤0.01%
16,199
+421
2208
$362K ﹤0.01%
9,476
-7,491
2209
$362K ﹤0.01%
12,962
+7,127
2210
$361K ﹤0.01%
11,210
+192
2211
$361K ﹤0.01%
12,731
+2,575
2212
$361K ﹤0.01%
36,131
+5,495
2213
$361K ﹤0.01%
47,998
+990
2214
$360K ﹤0.01%
3,420
-5
2215
$359K ﹤0.01%
28,372
+1,217
2216
$359K ﹤0.01%
7,313
+492
2217
$358K ﹤0.01%
4,391
+757
2218
$358K ﹤0.01%
7,680
-56,434
2219
$358K ﹤0.01%
8,802
-495
2220
$358K ﹤0.01%
3,686
-107
2221
$357K ﹤0.01%
15,191
-7,292
2222
$357K ﹤0.01%
8,620
+642
2223
$357K ﹤0.01%
4,291
-155
2224
$357K ﹤0.01%
16,707
-3,857
2225
$356K ﹤0.01%
4,457
+375
87 88
89
90 91