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
2251
$346K ﹤0.01%
+23,282
2252
$345K ﹤0.01%
19,667
+51
2253
$345K ﹤0.01%
9,119
-356
2254
$344K ﹤0.01%
1,982
-17
2255
$344K ﹤0.01%
4,412
+238
2256
$344K ﹤0.01%
13,574
+1,034
2257
$343K ﹤0.01%
47,746
+1,695
2258
$343K ﹤0.01%
10,934
-364
2259
$343K ﹤0.01%
9,470
+980
2260
$343K ﹤0.01%
17,598
-1,663
2261
$343K ﹤0.01%
15,840
+5,282
2262
$343K ﹤0.01%
93,813
+808
2263
$342K ﹤0.01%
7,762
+200
2264
$342K ﹤0.01%
7,356
-72
2265
$342K ﹤0.01%
11,569
+866
2266
$342K ﹤0.01%
4,751
-5,049
2267
$342K ﹤0.01%
4,280
-1,087
2268
$341K ﹤0.01%
19,517
-6,907
2269
$341K ﹤0.01%
15,372
-1,233
2270
$341K ﹤0.01%
8,328
+217
2271
$340K ﹤0.01%
40,640
-374
2272
$340K ﹤0.01%
8,868
-1,214
2273
$339K ﹤0.01%
12,692
+3,884
2274
$339K ﹤0.01%
5,480
+393
2275
$339K ﹤0.01%
4,359
-62
89 90
91
92 93