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
901
$2.69M 0.01%
31,622
+1,086
902
$2.69M 0.01%
52,189
+995
903
$2.69M 0.01%
47,348
+3,109
904
$2.68M 0.01%
56,186
+19,143
905
$2.67M 0.01%
86,285
+3,530
906
$2.67M 0.01%
78,193
+3,587
907
$2.67M 0.01%
54,042
-9,795
908
$2.67M 0.01%
67,964
-352
909
$2.66M 0.01%
19,771
-282
910
$2.66M 0.01%
47,141
-2,333
911
$2.62M 0.01%
97,910
+67,320
912
$2.62M 0.01%
108,838
-13,930
913
$2.61M 0.01%
45,144
+35,985
914
$2.61M 0.01%
508,707
+43,006
915
$2.61M 0.01%
109,658
-4,679
916
$2.61M 0.01%
52,963
+36,523
917
$2.6M 0.01%
9,294
+843
918
$2.59M 0.01%
53,235
+45,226
919
$2.59M 0.01%
87,650
-51,930
920
$2.59M 0.01%
497,405
+19,191
921
$2.58M 0.01%
237,938
+5,883
922
$2.58M 0.01%
13,228
+6,313
923
$2.58M 0.01%
128,580
+106,056
924
$2.58M 0.01%
90,752
+47,700
925
$2.58M 0.01%
132,311
+15,381
35 36
37
38 39