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
476
$6.48M 0.03%
74,200
-13,357
477
$6.48M 0.03%
134,509
+1,769
478
$6.45M 0.03%
165,926
+48,591
479
$6.44M 0.03%
26,140
+411
480
$6.43M 0.03%
188,940
+79,179
481
$6.4M 0.03%
433,430
+59,005
482
$6.39M 0.03%
+202,093
483
$6.37M 0.03%
414,414
+34,714
484
$6.34M 0.03%
75,525
-8,396
485
$6.33M 0.03%
32,700
+2,046
486
$6.31M 0.03%
219,909
-48,631
487
$6.29M 0.03%
173,493
+6,860
488
$6.24M 0.03%
75,786
-7,620
489
$6.23M 0.03%
197,835
+13,291
490
$6.18M 0.03%
178,613
-52,935
491
$6.17M 0.03%
93,139
+44,602
492
$6.14M 0.03%
+457,545
493
$6.1M 0.03%
2,839
+1,037
494
$6.1M 0.03%
548,581
-16,963
495
$6.1M 0.03%
116,646
-20,342
496
$6.09M 0.03%
99,884
+6,494
497
$6.08M 0.03%
86,773
-37,282
498
$6.07M 0.03%
47,859
-5,521
499
$6.05M 0.03%
167,593
+118,858
500
$6.03M 0.03%
118,009
-30,915
18 19
20
21 22