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
776
$3.39M 0.02%
202,581
+48,006
777
$3.39M 0.02%
155,650
+30,849
778
$3.39M 0.02%
98,140
-685
779
$3.38M 0.02%
42,456
+17,203
780
$3.37M 0.02%
55,334
-1,189
781
$3.37M 0.02%
41,961
-60,389
782
$3.37M 0.02%
86,065
-7,736
783
$3.36M 0.02%
155,042
+68,520
784
$3.36M 0.02%
39,721
-795
785
$3.36M 0.02%
93,264
-8,797
786
$3.35M 0.02%
154,062
+130,544
787
$3.34M 0.02%
107,768
-4,752
788
$3.33M 0.02%
87,132
-9,357
789
$3.33M 0.02%
95,963
+6,940
790
$3.33M 0.02%
251,474
+716
791
$3.31M 0.02%
100,963
-2,277
792
$3.3M 0.02%
89,198
+7,418
793
$3.3M 0.02%
76,255
+49,311
794
$3.29M 0.02%
97,775
+6,033
795
$3.29M 0.02%
38,578
-2,529
796
$3.27M 0.02%
126,641
+31,193
797
$3.26M 0.02%
60,147
-91
798
$3.26M 0.02%
54,165
+50,925
799
$3.25M 0.02%
517,971
+10,745
800
$3.25M 0.02%
247,051
+11,509
30 31
32
33 34