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
576
$5.2M 0.03%
87,537
+20,110
577
$5.19M 0.03%
103,976
-23,732
578
$5.18M 0.03%
119,906
+5,964
579
$5.16M 0.03%
98,780
-80,842
580
$5.11M 0.03%
80,189
-3,807
581
$5.11M 0.03%
171,618
+14,400
582
$5.1M 0.03%
248,510
-7,826
583
$5.08M 0.03%
38,212
-25,055
584
$5.08M 0.03%
145,969
-3,300
585
$5.05M 0.03%
304,975
-22,311
586
$5.01M 0.03%
110,589
+2,071
587
$4.98M 0.03%
108,679
-4,436
588
$4.97M 0.03%
26,885
+170
589
$4.94M 0.03%
235,775
+12,751
590
$4.93M 0.03%
253,967
+45,038
591
$4.92M 0.03%
143,210
+57,308
592
$4.9M 0.03%
127,633
-11,300
593
$4.87M 0.03%
146,943
-21,738
594
$4.86M 0.03%
110,032
+1,816
595
$4.86M 0.03%
152,860
-41,551
596
$4.85M 0.03%
16,457
+14,542
597
$4.85M 0.03%
46,994
-839
598
$4.85M 0.03%
57,371
+3,602
599
$4.84M 0.03%
135,877
+49,193
600
$4.84M 0.03%
57,226
+2,986
22 23
24
25 26