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
2451
$277K ﹤0.01%
7,051
+163
2452
$276K ﹤0.01%
9,667
+1,105
2453
$276K ﹤0.01%
26,142
+104
2454
$276K ﹤0.01%
+2,427
2455
$276K ﹤0.01%
+5,852
2456
$275K ﹤0.01%
2,498
-551
2457
$274K ﹤0.01%
5,724
-145
2458
$274K ﹤0.01%
510
-33
2459
$273K ﹤0.01%
60,236
-18,370
2460
$273K ﹤0.01%
8,921
+740
2461
$273K ﹤0.01%
7,892
-2,352
2462
$273K ﹤0.01%
15,031
+500
2463
$273K ﹤0.01%
17,435
-9,996
2464
$273K ﹤0.01%
10,518
-204
2465
$273K ﹤0.01%
34,332
+12,232
2466
$272K ﹤0.01%
12,454
+500
2467
$272K ﹤0.01%
7,492
+12
2468
$272K ﹤0.01%
12,803
-1,916
2469
$272K ﹤0.01%
10,916
+94
2470
$271K ﹤0.01%
2,773
+211
2471
$271K ﹤0.01%
24,750
-9,394
2472
$271K ﹤0.01%
6,689
-302
2473
$270K ﹤0.01%
+1,724
2474
$270K ﹤0.01%
13,473
+37
2475
$270K ﹤0.01%
3,452
-915
97 98
99
100 101