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
701
$3.92M 0.02%
31,712
+15,441
702
$3.92M 0.02%
191,351
+10,953
703
$3.9M 0.02%
37,138
-232
704
$3.9M 0.02%
154,204
+11,380
705
$3.89M 0.02%
66,219
-3,058
706
$3.89M 0.02%
81,049
+2,845
707
$3.88M 0.02%
17,398
+3,339
708
$3.87M 0.02%
90,261
+6,832
709
$3.87M 0.02%
111,250
+1,596
710
$3.87M 0.02%
60,054
-3,666
711
$3.86M 0.02%
249,423
+7,123
712
$3.84M 0.02%
99,469
+2,880
713
$3.84M 0.02%
91,782
-7,913
714
$3.83M 0.02%
132,414
-10,443
715
$3.83M 0.02%
107,799
+13,979
716
$3.83M 0.02%
66,065
-1,338
717
$3.82M 0.02%
116,304
+6,723
718
$3.81M 0.02%
70,836
+9,098
719
$3.79M 0.02%
83,184
-4,998
720
$3.79M 0.02%
28,530
+8,689
721
$3.78M 0.02%
305,877
+74,043
722
$3.78M 0.02%
41,917
+3,486
723
$3.78M 0.02%
33,287
+244
724
$3.78M 0.02%
114,342
-1,791
725
$3.77M 0.02%
55,441
+13,665
27 28
29
30 31