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
626
$4.49M 0.02%
29,204
+558
627
$4.48M 0.02%
28,086
+7,524
628
$4.46M 0.02%
66,630
+1,172
629
$4.46M 0.02%
148,454
-9,340
630
$4.46M 0.02%
83,787
+3,038
631
$4.46M 0.02%
54,909
+40,101
632
$4.45M 0.02%
58,535
+3,024
633
$4.43M 0.02%
37,150
-13,147
634
$4.43M 0.02%
857,102
+113,296
635
$4.43M 0.02%
154,450
+32,630
636
$4.42M 0.02%
66,145
+6,377
637
$4.42M 0.02%
84,991
-8,694
638
$4.41M 0.02%
109,692
+61,846
639
$4.41M 0.02%
125,951
-14,253
640
$4.4M 0.02%
127,738
-23,717
641
$4.39M 0.02%
206,227
+141,126
642
$4.39M 0.02%
156,333
+1,222
643
$4.39M 0.02%
57,232
-1,623
644
$4.38M 0.02%
265,440
+10,553
645
$4.37M 0.02%
88,710
-785
646
$4.37M 0.02%
198,854
-492,521
647
$4.36M 0.02%
193,943
-213
648
$4.36M 0.02%
63,475
+12,248
649
$4.34M 0.02%
171,260
+45,536
650
$4.34M 0.02%
37,645
+6,427
24 25
26
27 28