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
2376
$302K ﹤0.01%
3,444
2377
$302K ﹤0.01%
7,197
-507
2378
$302K ﹤0.01%
29,267
+1,696
2379
$302K ﹤0.01%
29,373
-7,192
2380
$301K ﹤0.01%
27,281
-1,424
2381
$301K ﹤0.01%
17,191
+5,685
2382
$301K ﹤0.01%
2,651
+1,056
2383
$301K ﹤0.01%
+27,606
2384
$301K ﹤0.01%
13,051
+2,826
2385
$301K ﹤0.01%
5,672
2386
$301K ﹤0.01%
+1,396
2387
$300K ﹤0.01%
6,134
-55
2388
$300K ﹤0.01%
8,711
+1,193
2389
$300K ﹤0.01%
7,447
-3,860
2390
$300K ﹤0.01%
5,623
-942
2391
$300K ﹤0.01%
18,834
-809
2392
$299K ﹤0.01%
5,083
+1,333
2393
$299K ﹤0.01%
18,275
-2,464
2394
$299K ﹤0.01%
11,302
-8,001
2395
$298K ﹤0.01%
3,262
-583
2396
$298K ﹤0.01%
3,679
-27,387
2397
$297K ﹤0.01%
9,716
+536
2398
$296K ﹤0.01%
15,625
-496
2399
$295K ﹤0.01%
12,329
-1,143
2400
$295K ﹤0.01%
5,952
-518
94 95
96
97 98