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
2301
$330K ﹤0.01%
17,469
-3,566
2302
$330K ﹤0.01%
10,383
+505
2303
$329K ﹤0.01%
6,374
-139
2304
$329K ﹤0.01%
4,447
-504
2305
$327K ﹤0.01%
16,700
+476
2306
$327K ﹤0.01%
27,792
+1,914
2307
$326K ﹤0.01%
1,680
-2,405
2308
$326K ﹤0.01%
15,077
-30,689
2309
$326K ﹤0.01%
11,823
+754
2310
$326K ﹤0.01%
14,171
-587
2311
$326K ﹤0.01%
43,396
+3,245
2312
$325K ﹤0.01%
6,260
-889
2313
$324K ﹤0.01%
5,257
+398
2314
$323K ﹤0.01%
7,065
-432
2315
$323K ﹤0.01%
9,505
+4,207
2316
$323K ﹤0.01%
35,908
+1,716
2317
$323K ﹤0.01%
17,775
-5,051
2318
$322K ﹤0.01%
25,022
-1,080
2319
$322K ﹤0.01%
24,494
-1,985
2320
$321K ﹤0.01%
19,952
+683
2321
$321K ﹤0.01%
39,453
-969
2322
$321K ﹤0.01%
+2,210
2323
$321K ﹤0.01%
16,774
-1,572
2324
$321K ﹤0.01%
25,787
+1,625
2325
$320K ﹤0.01%
12,878
+1,247
91 92
93
94 95