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
2401
$295K ﹤0.01%
+4,784
2402
$294K ﹤0.01%
12,178
-472
2403
$294K ﹤0.01%
765
-212
2404
$292K ﹤0.01%
+12,452
2405
$292K ﹤0.01%
4,678
+61
2406
$292K ﹤0.01%
+13,548
2407
$292K ﹤0.01%
12,933
+200
2408
$291K ﹤0.01%
7,646
+537
2409
$291K ﹤0.01%
17,688
-42
2410
$291K ﹤0.01%
5,499
+836
2411
$291K ﹤0.01%
15,544
-3,385
2412
$290K ﹤0.01%
5,622
-849
2413
$290K ﹤0.01%
1,516
2414
$289K ﹤0.01%
4,090
-1,000
2415
$289K ﹤0.01%
12,868
+102
2416
$288K ﹤0.01%
15,142
-8,802
2417
$288K ﹤0.01%
12,830
+749
2418
$288K ﹤0.01%
20,007
+159
2419
$287K ﹤0.01%
8,931
-308
2420
$287K ﹤0.01%
14,225
+200
2421
$287K ﹤0.01%
10,616
2422
$287K ﹤0.01%
7,774
-617
2423
$287K ﹤0.01%
10,214
-287
2424
$286K ﹤0.01%
+11,147
2425
$285K ﹤0.01%
13,002
+36
95 96
97
98 99