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
876
$2.8M 0.02%
224,823
-25,388
877
$2.8M 0.02%
227,341
+15,856
878
$2.77M 0.01%
162,241
-19,859
879
$2.76M 0.01%
21,567
+2,466
880
$2.76M 0.01%
30,494
+335
881
$2.76M 0.01%
43,920
+1,315
882
$2.75M 0.01%
84,059
+11,856
883
$2.75M 0.01%
132,648
+26,008
884
$2.75M 0.01%
61,525
+2,897
885
$2.74M 0.01%
53,634
+4,592
886
$2.74M 0.01%
239,074
+12,286
887
$2.74M 0.01%
84,628
-1,907
888
$2.73M 0.01%
179,130
+24,397
889
$2.73M 0.01%
17,517
+1,707
890
$2.73M 0.01%
16,756
+2,422
891
$2.72M 0.01%
109,826
+86,570
892
$2.71M 0.01%
37,885
-11,838
893
$2.71M 0.01%
32,410
+3,110
894
$2.71M 0.01%
20,221
+6,636
895
$2.71M 0.01%
128,684
+6,134
896
$2.7M 0.01%
53,840
+4,263
897
$2.7M 0.01%
107,910
+40,339
898
$2.7M 0.01%
42,369
+983
899
$2.69M 0.01%
53,716
+34,532
900
$2.69M 0.01%
39,629
-63,272
34 35
36
37 38