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
751
$3.57M 0.02%
115,315
-12,075
752
$3.57M 0.02%
105,402
-142,327
753
$3.56M 0.02%
72,667
-3,413
754
$3.56M 0.02%
67,804
+1,295
755
$3.55M 0.02%
100,955
+28,609
756
$3.55M 0.02%
86,977
+8,761
757
$3.54M 0.02%
40,481
+9,893
758
$3.53M 0.02%
150,537
+15,309
759
$3.53M 0.02%
122,749
-1,116
760
$3.53M 0.02%
42,837
+3,257
761
$3.52M 0.02%
77,981
-3,650
762
$3.52M 0.02%
120,913
+108,645
763
$3.52M 0.02%
98,508
+11,610
764
$3.52M 0.02%
59,686
-4,501
765
$3.51M 0.02%
23,094
+14,051
766
$3.51M 0.02%
208,488
-8,371
767
$3.48M 0.02%
372,822
+41,146
768
$3.47M 0.02%
17,413
+732
769
$3.46M 0.02%
140,097
+16,163
770
$3.44M 0.02%
41,019
+67
771
$3.44M 0.02%
95,910
+11,201
772
$3.44M 0.02%
76,414
+8,623
773
$3.42M 0.02%
114,473
+1,450
774
$3.42M 0.02%
111,327
+47,697
775
$3.39M 0.02%
52,960
-32,891
29 30
31
32 33