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
401
$7.96M 0.04%
891,861
+47,222
402
$7.96M 0.04%
240,075
-9,595
403
$7.95M 0.04%
254,859
+15,929
404
$7.93M 0.04%
45,962
-2,742
405
$7.89M 0.04%
44,994
-5,368
406
$7.85M 0.04%
309,414
+12,443
407
$7.83M 0.04%
260,218
+7,448
408
$7.78M 0.04%
857,997
-68,922
409
$7.78M 0.04%
265,791
-19,846
410
$7.77M 0.04%
4,443
-227
411
$7.74M 0.04%
97,309
+1,804
412
$7.74M 0.04%
76,881
+1,093
413
$7.74M 0.04%
339,729
-45,913
414
$7.7M 0.04%
65,457
+2,225
415
$7.69M 0.04%
90,776
-9,441
416
$7.68M 0.04%
31,771
+5,919
417
$7.61M 0.04%
55,889
-4,000
418
$7.61M 0.04%
37,169
+1,879
419
$7.61M 0.04%
71,569
-17,625
420
$7.6M 0.04%
94,817
+3,045
421
$7.57M 0.04%
164,459
-1,038
422
$7.56M 0.04%
37,663
+1,619
423
$7.56M 0.04%
164,405
-1,808
424
$7.54M 0.04%
121,392
+6,682
425
$7.48M 0.04%
61,717
+15,795
15 16
17
18 19