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
426
$7.47M 0.04%
103,231
+2,410
427
$7.45M 0.04%
322,453
-6,277
428
$7.43M 0.04%
314,177
+19,973
429
$7.41M 0.04%
90,163
-15,523
430
$7.37M 0.04%
213,048
-16,693
431
$7.31M 0.04%
69,870
+12,090
432
$7.29M 0.04%
175,254
+10,628
433
$7.26M 0.04%
249,397
+74,680
434
$7.24M 0.04%
84,779
-11,969
435
$7.23M 0.04%
101,580
+7,928
436
$7.21M 0.04%
378,371
-20,659
437
$7.19M 0.04%
117,038
+5,892
438
$7.19M 0.04%
69,693
-23,402
439
$7.15M 0.04%
112,620
+3,056
440
$7.15M 0.04%
346,897
+15,005
441
$7.11M 0.04%
48,672
+1,455
442
$7.09M 0.04%
125,317
-56,473
443
$7.09M 0.04%
213,553
+10,755
444
$7.04M 0.04%
297,910
+107,870
445
$7.01M 0.04%
35,680
+1,582
446
$7M 0.04%
61,485
-1,334
447
$6.99M 0.04%
64,728
+25,715
448
$6.97M 0.04%
156,282
-6,102
449
$6.9M 0.04%
345,827
+303,427
450
$6.86M 0.04%
167,558
-8,730
16 17
18
19 20