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
2351
$312K ﹤0.01%
30,711
+7,950
2352
$311K ﹤0.01%
5,977
+2,482
2353
$311K ﹤0.01%
17,548
-208
2354
$310K ﹤0.01%
+5,490
2355
$310K ﹤0.01%
8,950
-2,794
2356
$310K ﹤0.01%
6,500
+2,680
2357
$310K ﹤0.01%
6,713
-318
2358
$309K ﹤0.01%
+4,021
2359
$308K ﹤0.01%
2,723
+201
2360
$308K ﹤0.01%
13,876
-1,647
2361
$308K ﹤0.01%
19,357
+227
2362
$307K ﹤0.01%
28,645
-94,421
2363
$307K ﹤0.01%
77,449
+25,212
2364
$307K ﹤0.01%
8,177
-1,004
2365
$307K ﹤0.01%
34,476
-3,040
2366
$306K ﹤0.01%
8,586
-21,014
2367
$305K ﹤0.01%
6,261
-1,743
2368
$305K ﹤0.01%
14,879
+164
2369
$304K ﹤0.01%
19,711
2370
$304K ﹤0.01%
40,151
+19,301
2371
$303K ﹤0.01%
28,294
+2,133
2372
$303K ﹤0.01%
4,093
-524
2373
$303K ﹤0.01%
21,271
-1,208
2374
$303K ﹤0.01%
15,220
-472
2375
$303K ﹤0.01%
+17,254
93 94
95
96 97