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
301
$11.4M 0.06%
583,346
-39,462
302
$11.3M 0.06%
150,668
-6,539
303
$11.3M 0.06%
462,938
+50,951
304
$11.2M 0.06%
40,464
-1,036
305
$11.2M 0.06%
535,128
+2,019
306
$11.1M 0.06%
26,912
+1,606
307
$11.1M 0.06%
122,274
+10,265
308
$11.1M 0.06%
206,485
+86,320
309
$11.1M 0.06%
329,605
-13,983
310
$11.1M 0.06%
108,625
+1,394
311
$11M 0.06%
169,863
+141,120
312
$11M 0.06%
491,382
-74,919
313
$11M 0.06%
49,013
-3,341
314
$10.9M 0.06%
114,264
+9,206
315
$10.9M 0.06%
740,277
-67,356
316
$10.9M 0.06%
649,574
+80,923
317
$10.8M 0.06%
394,294
-134,714
318
$10.7M 0.06%
312,003
+142,278
319
$10.7M 0.06%
262,127
-47,968
320
$10.7M 0.06%
94,012
-353
321
$10.7M 0.06%
46,867
+10,091
322
$10.5M 0.06%
585,831
+37,655
323
$10.5M 0.06%
206,424
+115,847
324
$10.4M 0.06%
102,036
-32,136
325
$10.4M 0.06%
207,271
-56,547
11 12
13
14 15