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
76
$45.4M 0.24%
3,050,589
-1,227,183
77
$44.9M 0.24%
1,925,450
-33,613
78
$44.5M 0.24%
583,037
-145,537
79
$43.9M 0.24%
698,304
-2,644
80
$43.9M 0.24%
342,300
+65,221
81
$43.9M 0.24%
186,288
+3,168
82
$43.7M 0.24%
2,084,118
-490,421
83
$43M 0.23%
257,903
+1,038
84
$42.6M 0.23%
172,602
+888
85
$42.5M 0.23%
2,188,982
+87,500
86
$41.4M 0.22%
189,217
+13,811
87
$40.8M 0.22%
125,854
-1,165
88
$40.5M 0.22%
443,726
+16,344
89
$38.6M 0.21%
89,723
+2,584
90
$38.5M 0.21%
227,503
-24,823
91
$37.8M 0.2%
523,739
+46,591
92
$37.5M 0.2%
620,904
-166,741
93
$37.3M 0.2%
602,405
-39,386
94
$37.1M 0.2%
120,438
-25,486
95
$37M 0.2%
1,079,853
-11,500
96
$36.7M 0.2%
361,385
+74,899
97
$36.5M 0.2%
474,435
+11,565
98
$36.5M 0.2%
1,362,148
+175,038
99
$35.9M 0.19%
200,834
-6,944
100
$35.7M 0.19%
417,860
+4,928
2 3
4
5 6