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
526
$5.77M 0.03%
81,602
+5,004
527
$5.76M 0.03%
40,293
+6,108
528
$5.73M 0.03%
102,591
-6,094
529
$5.72M 0.03%
237,018
+66,701
530
$5.71M 0.03%
420,244
+23,422
531
$5.71M 0.03%
9,652
-283
532
$5.7M 0.03%
132,064
-24,687
533
$5.67M 0.03%
41,719
-4,256
534
$5.67M 0.03%
208,831
+37,405
535
$5.66M 0.03%
24,285
-1,363
536
$5.66M 0.03%
24,880
-4,504
537
$5.66M 0.03%
680,881
-9,056
538
$5.65M 0.03%
17,329
+1,508
539
$5.65M 0.03%
81,526
+45,239
540
$5.64M 0.03%
76,601
-79,592
541
$5.63M 0.03%
25,876
-593
542
$5.6M 0.03%
43,700
+18,432
543
$5.6M 0.03%
172,888
+70,484
544
$5.59M 0.03%
188,695
+16,290
545
$5.57M 0.03%
71,864
-9,366
546
$5.56M 0.03%
146,592
-77,140
547
$5.53M 0.03%
187,590
-38,189
548
$5.52M 0.03%
14,332
-758
549
$5.52M 0.03%
55,269
-418,154
550
$5.5M 0.03%
93,789
+4,253
20 21
22
23 24