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
501
$6M 0.03%
87,824
-21,422
502
$5.99M 0.03%
168,150
-616
503
$5.99M 0.03%
157,935
+14,831
504
$5.99M 0.03%
867,432
+104,743
505
$5.98M 0.03%
49,383
+120
506
$5.97M 0.03%
61,271
-12,635
507
$5.96M 0.03%
109,582
+18,364
508
$5.96M 0.03%
43,254
-1,443
509
$5.96M 0.03%
128,649
+308
510
$5.96M 0.03%
235,088
+202,890
511
$5.95M 0.03%
164,743
-24,863
512
$5.95M 0.03%
90,055
+2,998
513
$5.93M 0.03%
276,709
+8,186
514
$5.93M 0.03%
118,431
-154
515
$5.93M 0.03%
73,499
+395
516
$5.92M 0.03%
229,584
-21,738
517
$5.88M 0.03%
224,639
+62,862
518
$5.87M 0.03%
152,453
+12,774
519
$5.87M 0.03%
102,698
+3,020
520
$5.83M 0.03%
17,523
+4,914
521
$5.82M 0.03%
65,317
-353
522
$5.81M 0.03%
72,569
+12,079
523
$5.81M 0.03%
62,695
-1,163
524
$5.8M 0.03%
134,003
-120,480
525
$5.78M 0.03%
63,014
-1,950
19 20
21
22 23