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
551
$5.46M 0.03%
75,898
+1,340
552
$5.46M 0.03%
112,045
+4,454
553
$5.45M 0.03%
+234,127
554
$5.43M 0.03%
26,966
+15,707
555
$5.42M 0.03%
370,567
+222,486
556
$5.4M 0.03%
48,904
-2,533
557
$5.38M 0.03%
126,230
+18,000
558
$5.37M 0.03%
96,362
-12,640
559
$5.35M 0.03%
60,097
-5,815
560
$5.34M 0.03%
37,862
-1,312
561
$5.33M 0.03%
84,371
-190
562
$5.32M 0.03%
388,864
+14,873
563
$5.32M 0.03%
66,532
+38,853
564
$5.31M 0.03%
190,301
+7,022
565
$5.3M 0.03%
183,094
-35,819
566
$5.3M 0.03%
133,787
+30,019
567
$5.29M 0.03%
67,958
+23,245
568
$5.28M 0.03%
40,670
+1,330
569
$5.25M 0.03%
210,061
+11,855
570
$5.25M 0.03%
125,374
-11,292
571
$5.24M 0.03%
35,213
-13,884
572
$5.23M 0.03%
25,838
+6,915
573
$5.23M 0.03%
66,412
+16,386
574
$5.22M 0.03%
72,626
+8,734
575
$5.2M 0.03%
152,904
+6,793
21 22
23
24 25