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
651
$4.33M 0.02%
262,529
-64,131
652
$4.33M 0.02%
34,150
-267
653
$4.32M 0.02%
165,939
+3,167
654
$4.32M 0.02%
203,894
+4,793
655
$4.31M 0.02%
195,417
+33,881
656
$4.29M 0.02%
86,347
-994
657
$4.29M 0.02%
145,753
+28,699
658
$4.26M 0.02%
49,534
-2,511
659
$4.26M 0.02%
47,171
-6,086
660
$4.19M 0.02%
160,100
-27,100
661
$4.19M 0.02%
95,639
-17,038
662
$4.17M 0.02%
75,041
-1,992
663
$4.17M 0.02%
88,115
-11,810
664
$4.17M 0.02%
98,970
+30
665
$4.17M 0.02%
24,641
+225
666
$4.16M 0.02%
129,825
-3,040
667
$4.16M 0.02%
29,396
+290
668
$4.16M 0.02%
161,277
-222
669
$4.13M 0.02%
12,956
+122
670
$4.13M 0.02%
47,759
+5,049
671
$4.11M 0.02%
69,925
+9,571
672
$4.11M 0.02%
+461,649
673
$4.1M 0.02%
43,224
+19,152
674
$4.09M 0.02%
23,498
+445
675
$4.07M 0.02%
276,021
-70,999
25 26
27
28 29