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
801
$3.25M 0.02%
429,942
+53,353
802
$3.24M 0.02%
62,036
-92,484
803
$3.24M 0.02%
239,677
+11,284
804
$3.24M 0.02%
52,819
+7,278
805
$3.24M 0.02%
73,574
+7,528
806
$3.24M 0.02%
72,376
+13,140
807
$3.22M 0.02%
441,905
+30,157
808
$3.22M 0.02%
137,212
-113,248
809
$3.21M 0.02%
73,214
+44,976
810
$3.21M 0.02%
89,926
-40,221
811
$3.2M 0.02%
117,642
-12,139
812
$3.2M 0.02%
+116,091
813
$3.19M 0.02%
74,828
-6,768
814
$3.18M 0.02%
131,290
815
$3.17M 0.02%
51,058
+7,675
816
$3.17M 0.02%
132,188
-9,223
817
$3.14M 0.02%
54,804
+23,716
818
$3.14M 0.02%
87,163
-2,250
819
$3.13M 0.02%
111,076
+10,988
820
$3.12M 0.02%
41,516
+18,170
821
$3.12M 0.02%
173,349
+134,782
822
$3.11M 0.02%
27,237
+5,155
823
$3.11M 0.02%
104,538
+32,096
824
$3.11M 0.02%
90,772
+1,668
825
$3.1M 0.02%
106,613
+1,214
31 32
33
34 35