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
226
$16.5M 0.09%
653,572
+34,160
227
$16.4M 0.09%
76,732
-5,277
228
$16.3M 0.09%
129,840
+4,815
229
$16.1M 0.09%
26,480
+717
230
$16.1M 0.09%
656,432
+297,015
231
$16M 0.09%
178,690
-261
232
$15.8M 0.08%
563,374
+377,066
233
$15.7M 0.08%
224,632
-311
234
$15.7M 0.08%
390,303
-17,375
235
$15.6M 0.08%
52,132
-2,771
236
$15.6M 0.08%
1,382,068
+47,308
237
$15.5M 0.08%
155,871
-151,601
238
$15.5M 0.08%
319,040
+13,160
239
$15.3M 0.08%
247,913
-38,041
240
$15.3M 0.08%
67,613
-396
241
$15.3M 0.08%
526,195
+13,563
242
$15.2M 0.08%
636,082
+82,953
243
$15.2M 0.08%
153,730
+5,883
244
$15.2M 0.08%
111,280
-26,909
245
$15.1M 0.08%
99,008
+9,359
246
$15M 0.08%
235,835
+13,935
247
$14.7M 0.08%
73,691
+1,045
248
$14.4M 0.08%
194,395
+140,122
249
$14.4M 0.08%
390,288
-13,210
250
$14.3M 0.08%
48,101
+5,786
8 9
10
11 12