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
251
$14.2M 0.08%
111,607
-35,927
252
$14M 0.08%
186,118
+7,791
253
$13.9M 0.08%
315,988
+16,205
254
$13.9M 0.07%
427,834
+132,823
255
$13.8M 0.07%
367,767
-87
256
$13.8M 0.07%
69,601
-3,816
257
$13.8M 0.07%
267,038
-5,631
258
$13.6M 0.07%
567,174
+444
259
$13.5M 0.07%
191,522
+7,960
260
$13.4M 0.07%
148,882
+8,698
261
$13.3M 0.07%
319,690
+65,784
262
$13.2M 0.07%
137,703
+16,404
263
$13.1M 0.07%
85,521
-1,233
264
$13.1M 0.07%
99,542
-1,763
265
$13.1M 0.07%
32
+5
266
$13.1M 0.07%
256,739
+44,309
267
$13M 0.07%
459,277
-43,046
268
$13M 0.07%
27,193
+1,472
269
$12.9M 0.07%
161,816
-112,810
270
$12.9M 0.07%
282,554
-30,395
271
$12.9M 0.07%
157,058
+3,244
272
$12.9M 0.07%
169,450
+26,390
273
$12.9M 0.07%
184,153
-26,240
274
$12.8M 0.07%
1,039,116
+6,087
275
$12.8M 0.07%
153,082
-118,975
9 10
11
12 13