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
351
$9.47M 0.05%
68,329
+2,902
352
$9.44M 0.05%
162,497
-47,917
353
$9.44M 0.05%
43,351
+4,281
354
$9.38M 0.05%
144,411
+36,507
355
$9.38M 0.05%
59,422
+5,786
356
$9.23M 0.05%
97,091
-7,613
357
$9.19M 0.05%
19,036
-240
358
$9.17M 0.05%
151,101
+8,557
359
$9.12M 0.05%
141,947
-4,611
360
$9.05M 0.05%
79,085
-527
361
$8.99M 0.05%
188,525
+25,731
362
$8.93M 0.05%
318,198
+31,853
363
$8.91M 0.05%
428,361
+141,102
364
$8.9M 0.05%
228,328
+70,440
365
$8.89M 0.05%
222,855
+54,841
366
$8.88M 0.05%
42,259
-1,745
367
$8.85M 0.05%
52,570
+2,688
368
$8.8M 0.05%
73,983
+1,790
369
$8.79M 0.05%
48,203
+1,514
370
$8.77M 0.05%
36,486
+6,106
371
$8.73M 0.05%
279,364
+94,934
372
$8.7M 0.05%
94,539
-85,578
373
$8.67M 0.05%
126,776
-6,732
374
$8.6M 0.05%
118,452
-5,439
375
$8.58M 0.05%
73,798
-1,596
13 14
15
16 17