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
2326
$319K ﹤0.01%
30,556
+857
2327
$318K ﹤0.01%
4,434
-2,305
2328
$317K ﹤0.01%
4,388
+272
2329
$317K ﹤0.01%
3,873
-289
2330
$317K ﹤0.01%
4,390
-1,142
2331
$317K ﹤0.01%
5,499
+11
2332
$317K ﹤0.01%
5,444
+979
2333
$316K ﹤0.01%
23,261
+1,150
2334
$316K ﹤0.01%
16,271
-2,245
2335
$316K ﹤0.01%
75,380
-181,741
2336
$316K ﹤0.01%
13,811
-146,876
2337
$315K ﹤0.01%
19,080
-10,541
2338
$315K ﹤0.01%
6,019
-3,486
2339
$315K ﹤0.01%
11,377
-410
2340
$315K ﹤0.01%
10,314
-2,899
2341
$315K ﹤0.01%
24,885
+1,416
2342
$315K ﹤0.01%
+8,025
2343
$314K ﹤0.01%
15,524
-227
2344
$314K ﹤0.01%
3,139
+108
2345
$314K ﹤0.01%
9,342
+402
2346
$313K ﹤0.01%
16,309
+1,316
2347
$313K ﹤0.01%
3,861
-72
2348
$313K ﹤0.01%
17,197
+3,058
2349
$312K ﹤0.01%
3,717
-424
2350
$312K ﹤0.01%
31,247
+7,070
92 93
94
95 96