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
51
$71M 0.38%
768,631
-14,634
52
$69.9M 0.38%
977,533
-495
53
$68.4M 0.37%
133,189
+9,853
54
$68.3M 0.37%
346,848
-5,928
55
$64.7M 0.35%
1,352,668
-99,707
56
$63.3M 0.34%
437,372
+10,213
57
$61.7M 0.33%
225,078
+9,491
58
$61.7M 0.33%
693,238
+218,915
59
$59.9M 0.32%
1,180,441
+59,215
60
$58.2M 0.31%
330,461
-25,055
61
$57M 0.31%
715,629
-162,383
62
$56.7M 0.31%
1,189,415
-4,919
63
$53.5M 0.29%
420,946
-117,232
64
$50.4M 0.27%
718,139
-109,877
65
$50.2M 0.27%
104,830
-5,331
66
$49.3M 0.27%
250,120
-68,644
67
$48.8M 0.26%
516,755
+125,775
68
$48.6M 0.26%
301,592
+21,430
69
$48.5M 0.26%
323,969
-2,523
70
$47.5M 0.26%
400,007
-97,362
71
$46.8M 0.25%
558,733
+56,953
72
$46.8M 0.25%
348,560
-58,338
73
$46.5M 0.25%
492,286
-66,084
74
$45.7M 0.25%
1,126,515
+34,845
75
$45.5M 0.25%
908,550
+321,649
1 2
3
4 5