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
376
$8.58M 0.05%
103,048
-1,798
377
$8.57M 0.05%
238,839
+9,320
378
$8.53M 0.05%
115,839
-135,815
379
$8.52M 0.05%
408,264
-19,428
380
$8.52M 0.05%
170,512
-16,020
381
$8.44M 0.05%
216,657
-4,393
382
$8.4M 0.05%
80,494
-485
383
$8.4M 0.05%
841,853
+89,046
384
$8.39M 0.05%
240,201
+43,636
385
$8.37M 0.05%
79,459
-1,798
386
$8.36M 0.05%
210,731
-26,837
387
$8.36M 0.05%
141,971
+12,969
388
$8.34M 0.04%
305,446
+9,406
389
$8.29M 0.04%
40,172
-4,318
390
$8.29M 0.04%
406,521
+15,133
391
$8.26M 0.04%
33,642
-544
392
$8.22M 0.04%
17,297
-33
393
$8.19M 0.04%
227,525
+2,683
394
$8.17M 0.04%
121,047
+60,287
395
$8.15M 0.04%
172,561
+53,894
396
$8.1M 0.04%
150,285
-41,175
397
$8.09M 0.04%
121,898
+1,125
398
$8.06M 0.04%
275,986
+10,641
399
$8.04M 0.04%
94,273
-6,800
400
$7.99M 0.04%
37,936
+9,329
14 15
16
17 18