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
2276
$339K ﹤0.01%
1,850
+8
2277
$337K ﹤0.01%
4,557
-602
2278
$337K ﹤0.01%
2,353
+306
2279
$337K ﹤0.01%
18,930
-800
2280
$336K ﹤0.01%
8,462
-4,490
2281
$336K ﹤0.01%
3,434
+219
2282
$335K ﹤0.01%
12,093
+1,467
2283
$335K ﹤0.01%
19,128
+90
2284
$334K ﹤0.01%
4,404
2285
$334K ﹤0.01%
1,559
-35
2286
$334K ﹤0.01%
28,631
-262
2287
$334K ﹤0.01%
15,002
-1,282
2288
$333K ﹤0.01%
11,212
-652
2289
$333K ﹤0.01%
1,191
+53
2290
$333K ﹤0.01%
22,617
-561
2291
$333K ﹤0.01%
3,191
+846
2292
$332K ﹤0.01%
7,227
+250
2293
$332K ﹤0.01%
+7,048
2294
$332K ﹤0.01%
16,995
-13,182
2295
$332K ﹤0.01%
25,112
+11,700
2296
$331K ﹤0.01%
18,499
-280
2297
$331K ﹤0.01%
9,097
-1,206
2298
$331K ﹤0.01%
12,872
-8,788
2299
$331K ﹤0.01%
6,385
+58
2300
$330K ﹤0.01%
13,002
+4,477
90 91
92
93 94