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
926
$2.56M 0.01%
136,661
+13,399
927
$2.56M 0.01%
61,432
+7,111
928
$2.56M 0.01%
103,709
+54,676
929
$2.56M 0.01%
103,419
+15,003
930
$2.56M 0.01%
58,242
+3,113
931
$2.55M 0.01%
30,415
-803
932
$2.55M 0.01%
143,971
+4,133
933
$2.54M 0.01%
29,075
+4,039
934
$2.52M 0.01%
61,515
+9,285
935
$2.52M 0.01%
72,363
+5,767
936
$2.51M 0.01%
156,258
+6,998
937
$2.49M 0.01%
+51,569
938
$2.49M 0.01%
64,230
+29,914
939
$2.49M 0.01%
218,359
-43,020
940
$2.48M 0.01%
16,594
+6,759
941
$2.48M 0.01%
45,900
+96
942
$2.47M 0.01%
79,360
-3,709
943
$2.47M 0.01%
137,794
+61,222
944
$2.47M 0.01%
53,355
+38,726
945
$2.47M 0.01%
99,413
+55,210
946
$2.46M 0.01%
24,808
+4,369
947
$2.46M 0.01%
63,483
+14,201
948
$2.46M 0.01%
48,125
-16,780
949
$2.46M 0.01%
11,172,160
+6,000
950
$2.45M 0.01%
91,688
+5,447
36 37
38
39 40