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
601
$4.83M 0.03%
162,348
+87,086
602
$4.81M 0.03%
36,133
+10,647
603
$4.77M 0.03%
93,667
+4,974
604
$4.77M 0.03%
119,645
-818
605
$4.72M 0.03%
151,008
+4,867
606
$4.71M 0.03%
102,797
+16,986
607
$4.7M 0.03%
84,920
-1,935
608
$4.7M 0.03%
57,233
+42,684
609
$4.7M 0.03%
105,307
-9,185
610
$4.69M 0.03%
157,916
+1,633
611
$4.66M 0.03%
203,232
+32,644
612
$4.66M 0.03%
387,462
+9,418
613
$4.66M 0.03%
218,198
+5,770
614
$4.64M 0.03%
22,119
-76
615
$4.63M 0.03%
228,518
+84,562
616
$4.62M 0.02%
170,343
-18,991
617
$4.62M 0.02%
48,720
+39,603
618
$4.61M 0.02%
79,125
+22,992
619
$4.6M 0.02%
179,067
-2,403
620
$4.59M 0.02%
21,150
-672
621
$4.59M 0.02%
65,565
+7,921
622
$4.54M 0.02%
79,189
+5,591
623
$4.53M 0.02%
14,502
+1,546
624
$4.51M 0.02%
484,632
-153,959
625
$4.5M 0.02%
32,338
+8,091
23 24
25
26 27