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
826
$3.1M 0.02%
+109,363
827
$3.1M 0.02%
62,270
+48,043
828
$3.1M 0.02%
39,992
+2,091
829
$3.1M 0.02%
73,841
+2,676
830
$3.09M 0.02%
165,307
-37,341
831
$3.09M 0.02%
69,468
-13,750
832
$3.09M 0.02%
48,829
+594
833
$3.09M 0.02%
47,328
+1,023
834
$3.08M 0.02%
57,807
-47,497
835
$3.06M 0.02%
397,218
-2,197
836
$3.06M 0.02%
116,494
-3,735
837
$3.06M 0.02%
39,024
+36,088
838
$3.05M 0.02%
213,247
+2,617
839
$3.05M 0.02%
26,878
-358
840
$3.05M 0.02%
6,402
+1,360
841
$3.04M 0.02%
84,583
+12,049
842
$3.03M 0.02%
231,257
+203,348
843
$3.03M 0.02%
15,369
+737
844
$3.02M 0.02%
20,812
845
$3.02M 0.02%
166,646
-5,247
846
$3.01M 0.02%
37,882
-5,787
847
$3.01M 0.02%
12,384
+1,705
848
$3M 0.02%
77,466
-4,823
849
$3M 0.02%
28,771
-878
850
$2.98M 0.02%
+82,286
32 33
34
35 36