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
851
$2.98M 0.02%
32,225
-2,010
852
$2.97M 0.02%
32,789
-6,074
853
$2.97M 0.02%
65,553
+44,651
854
$2.96M 0.02%
71,009
+9,048
855
$2.96M 0.02%
67,195
-5,930
856
$2.94M 0.02%
60,086
-38,015
857
$2.93M 0.02%
24,558
-8,232
858
$2.92M 0.02%
72,072
-3,287
859
$2.92M 0.02%
40,888
-1,109
860
$2.91M 0.02%
16,937
+1,634
861
$2.9M 0.02%
37,878
-8,292
862
$2.9M 0.02%
101,542
+5,280
863
$2.9M 0.02%
53,779
-16,913
864
$2.89M 0.02%
77,908
+3,768
865
$2.88M 0.02%
125,831
+1,803
866
$2.87M 0.02%
43,816
+5,139
867
$2.87M 0.02%
132,017
+21,113
868
$2.86M 0.02%
130,496
-60,612
869
$2.85M 0.02%
61,750
-1,840
870
$2.85M 0.02%
139,439
+59,899
871
$2.84M 0.02%
122,932
-1,866
872
$2.84M 0.02%
32,191
+450
873
$2.83M 0.02%
137,021
+121,137
874
$2.82M 0.02%
58,281
+28,930
875
$2.82M 0.02%
185,966
-360
33 34
35
36 37