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
2426
$285K ﹤0.01%
15,409
-445
2427
$284K ﹤0.01%
5,747
-94
2428
$284K ﹤0.01%
9,074
-69,794
2429
$283K ﹤0.01%
7,853
-82,354
2430
$283K ﹤0.01%
6,371
2431
$283K ﹤0.01%
5,196
+283
2432
$283K ﹤0.01%
5,106
-26
2433
$282K ﹤0.01%
+3,331
2434
$282K ﹤0.01%
13,143
-412
2435
$282K ﹤0.01%
7,106
+27
2436
$282K ﹤0.01%
29,914
-155
2437
$282K ﹤0.01%
8,880
+737
2438
$282K ﹤0.01%
24,749
+4,256
2439
$281K ﹤0.01%
19,760
-6,957
2440
$280K ﹤0.01%
15,321
+75
2441
$280K ﹤0.01%
2,909
+241
2442
$280K ﹤0.01%
+6,320
2443
$279K ﹤0.01%
20,886
+448
2444
$279K ﹤0.01%
32,419
-4,237
2445
$278K ﹤0.01%
8,328
+34
2446
$278K ﹤0.01%
14,232
+5,971
2447
$277K ﹤0.01%
+11,700
2448
$277K ﹤0.01%
16,108
+1,755
2449
$277K ﹤0.01%
62,391
+3,750
2450
$277K ﹤0.01%
8,054
+166
96 97
98
99 100