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
451
$6.83M 0.04%
281,234
-4,241
452
$6.81M 0.04%
247,599
-175,974
453
$6.8M 0.04%
23,662
+912
454
$6.8M 0.04%
244,789
-357,820
455
$6.8M 0.04%
347,922
+2,469
456
$6.8M 0.04%
71,930
-3,697
457
$6.78M 0.04%
147,386
+13,112
458
$6.77M 0.04%
275,017
-45,197
459
$6.74M 0.04%
155,514
-25,270
460
$6.73M 0.04%
213,800
-4,188
461
$6.73M 0.04%
773,802
+357,667
462
$6.73M 0.04%
53,402
-1,939
463
$6.68M 0.04%
325,049
+45,096
464
$6.67M 0.04%
118,070
+41,590
465
$6.66M 0.04%
143,140
-149,371
466
$6.65M 0.04%
202,993
+177,692
467
$6.6M 0.04%
118,894
+32,703
468
$6.59M 0.04%
581,979
+11,888
469
$6.59M 0.04%
264,168
+3,350
470
$6.59M 0.04%
80,404
-16,143
471
$6.58M 0.04%
200,432
-25,780
472
$6.55M 0.04%
293,428
+239,713
473
$6.53M 0.04%
24,771
+513
474
$6.52M 0.04%
125,537
+17,527
475
$6.49M 0.04%
128,305
-35,058
17 18
19
20 21