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
276
$12.8M 0.07%
686,582
+2,577
277
$12.7M 0.07%
252,469
-4,137
278
$12.6M 0.07%
227,611
+152,219
279
$12.6M 0.07%
74,825
-4,839
280
$12.5M 0.07%
189,166
+6,331
281
$12.4M 0.07%
402,260
+65,317
282
$12.4M 0.07%
128,543
-8,163
283
$12.4M 0.07%
105,311
-738
284
$12.4M 0.07%
260,615
-298,000
285
$12.3M 0.07%
124,217
+4,880
286
$12.3M 0.07%
322,581
+19,910
287
$12.3M 0.07%
54,701
-120
288
$12.3M 0.07%
702,230
-22,950
289
$12.2M 0.07%
295,414
-10,746
290
$12.1M 0.07%
88,070
-26,537
291
$12.1M 0.07%
54,522
+859
292
$12M 0.06%
118,597
+5,751
293
$12M 0.06%
89,041
+4,215
294
$12M 0.06%
266,486
+35,218
295
$11.9M 0.06%
240,369
+86,710
296
$11.9M 0.06%
250,048
-56,324
297
$11.8M 0.06%
215,660
-2,454
298
$11.7M 0.06%
277,384
+6,645
299
$11.5M 0.06%
98,979
-13,818
300
$11.4M 0.06%
356,609
-470,883
10 11
12
13 14