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
951
$2.44M 0.01%
34,227
-8,916
952
$2.44M 0.01%
176,231
+2,415
953
$2.44M 0.01%
14,313
-2,515
954
$2.43M 0.01%
72,098
-54,771
955
$2.43M 0.01%
20,035
-6,260
956
$2.43M 0.01%
47,814
-17,895
957
$2.43M 0.01%
185,469
+26,280
958
$2.43M 0.01%
29,417
+2,186
959
$2.43M 0.01%
334,377
+27,543
960
$2.43M 0.01%
33,263
-564
961
$2.39M 0.01%
67,155
+330
962
$2.39M 0.01%
56,352
-466
963
$2.39M 0.01%
72,116
+336
964
$2.38M 0.01%
189,888
+108,987
965
$2.38M 0.01%
+14,070
966
$2.37M 0.01%
43,590
-27,290
967
$2.36M 0.01%
166,549
-13,036
968
$2.35M 0.01%
120,871
+31,722
969
$2.35M 0.01%
3,577
+196
970
$2.33M 0.01%
32,093
-5,662
971
$2.33M 0.01%
62,670
-7,133
972
$2.33M 0.01%
72,990
-25,642
973
$2.32M 0.01%
50,450
+105
974
$2.32M 0.01%
38,399
-1,768
975
$2.31M 0.01%
98,196
+30,196
37 38
39
40 41