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
676
$4.07M 0.02%
129,206
-19,346
677
$4.06M 0.02%
42,918
+8,358
678
$4.05M 0.02%
49,339
+8,193
679
$4.05M 0.02%
19,384
-1,728
680
$4.05M 0.02%
42,553
-1,967
681
$4.04M 0.02%
33,657
+14,525
682
$4.04M 0.02%
35,918
+6,861
683
$4.01M 0.02%
86,598
+1,458
684
$4.01M 0.02%
85,106
+35,338
685
$4M 0.02%
107,329
+82,176
686
$4M 0.02%
205,265
+27,048
687
$4M 0.02%
14,657
+914
688
$3.99M 0.02%
128,801
+11,559
689
$3.98M 0.02%
79,993
+5,177
690
$3.98M 0.02%
256,255
+18,329
691
$3.98M 0.02%
81,072
-37,326
692
$3.96M 0.02%
153,767
+4,689
693
$3.95M 0.02%
136,783
+21,724
694
$3.95M 0.02%
14,002
+1,055
695
$3.94M 0.02%
46,072
+25,041
696
$3.94M 0.02%
105,480
+39,477
697
$3.94M 0.02%
563,173
+167,904
698
$3.93M 0.02%
74,740
+19,983
699
$3.93M 0.02%
95,952
-28,696
700
$3.92M 0.02%
72,129
-2,835
26 27
28
29 30