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
726
$3.76M 0.02%
80,433
+58,641
727
$3.75M 0.02%
62,148
-6,463
728
$3.74M 0.02%
432,719
+4,630
729
$3.73M 0.02%
91,349
-60,457
730
$3.73M 0.02%
56,737
-20,046
731
$3.73M 0.02%
149,850
-1,687
732
$3.71M 0.02%
62,246
-8,718
733
$3.71M 0.02%
96,654
-2,612
734
$3.71M 0.02%
53,098
+8,850
735
$3.71M 0.02%
97,897
+7,585
736
$3.71M 0.02%
195,886
+9,146
737
$3.7M 0.02%
38,198
+1,469
738
$3.69M 0.02%
53,677
-1,212
739
$3.67M 0.02%
65,383
-13,096
740
$3.67M 0.02%
90,009
+874
741
$3.67M 0.02%
109,271
+10,533
742
$3.66M 0.02%
27,019
-446
743
$3.66M 0.02%
36,378
-12,531
744
$3.65M 0.02%
83,948
-9,695
745
$3.63M 0.02%
91,452
+4,170
746
$3.62M 0.02%
101,109
-2,556
747
$3.61M 0.02%
78,805
-146
748
$3.6M 0.02%
54,414
+2,042
749
$3.59M 0.02%
256,402
+210,094
750
$3.59M 0.02%
105,348
+1,117
28 29
30
31 32