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
326
$10.4M 0.06%
48,162
-1,891
327
$10.2M 0.05%
59,087
+4,504
328
$10.1M 0.05%
375,495
-196,428
329
$10.1M 0.05%
497,608
-17,805
330
$10.1M 0.05%
183,404
+60,151
331
$10.1M 0.05%
153,291
-16,205
332
$10.1M 0.05%
130,490
-53,813
333
$10M 0.05%
325,059
+278,801
334
$9.99M 0.05%
39,082
-1,516
335
$9.97M 0.05%
919,552
+43,131
336
$9.91M 0.05%
121,261
-1,110
337
$9.88M 0.05%
168,378
-2,689
338
$9.85M 0.05%
584,496
+60,220
339
$9.81M 0.05%
253,100
+37,150
340
$9.77M 0.05%
688,859
+59,251
341
$9.77M 0.05%
194,065
+156,806
342
$9.67M 0.05%
156,467
+5,519
343
$9.64M 0.05%
153,654
-8,530
344
$9.61M 0.05%
200,218
-3,864
345
$9.6M 0.05%
123,746
+1,325
346
$9.57M 0.05%
244,502
-16,498
347
$9.57M 0.05%
344,481
+5,271
348
$9.53M 0.05%
444,170
-4,736
349
$9.53M 0.05%
250,055
+4,005
350
$9.52M 0.05%
294,739
-113,571
12 13
14
15 16