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
26
$98M 0.53%
895,900
+65,920
27
$96.2M 0.52%
2,351,376
-196,964
28
$95.3M 0.51%
1,362,160
+8,598
29
$94.6M 0.51%
3,960,111
+978,186
30
$91.5M 0.49%
1,554,030
-50,353
31
$90M 0.48%
403,680
-70,407
32
$89.5M 0.48%
1,520,950
+960,139
33
$89.2M 0.48%
502,597
+12,853
34
$86.1M 0.46%
598,584
+4,696
35
$83.4M 0.45%
606,517
+146,102
36
$81.1M 0.44%
946,660
-11,086
37
$81M 0.44%
617,838
-87,292
38
$79M 0.43%
1,017,184
-126,717
39
$78.5M 0.42%
512,819
-24,732
40
$78.5M 0.42%
1,735,900
+80,675
41
$76.3M 0.41%
909,444
+4,125
42
$76.1M 0.41%
1,715,928
-333,436
43
$75.7M 0.41%
1,817,513
-16,986
44
$75.6M 0.41%
1,853,333
+18,086
45
$75.5M 0.41%
670,262
+38,577
46
$74.9M 0.4%
1,350,179
+202,891
47
$73.8M 0.4%
648,221
-248,828
48
$72.7M 0.39%
1,386,283
+7,162
49
$71.8M 0.39%
1,667,913
+1,042,043
50
$71.6M 0.39%
703,634
-99,806
1
2
3 4 5