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
976
$2.3M 0.01%
27,910
+8,589
977
$2.29M 0.01%
52,304
+4,580
978
$2.28M 0.01%
35,036
-8,562
979
$2.27M 0.01%
102,334
-15,713
980
$2.27M 0.01%
46,248
+26,946
981
$2.26M 0.01%
74,211
-49,948
982
$2.26M 0.01%
91,547
+12,426
983
$2.25M 0.01%
191,758
+3,558
984
$2.25M 0.01%
54,953
+528
985
$2.25M 0.01%
44,869
-10,181
986
$2.24M 0.01%
103,251
-22,839
987
$2.24M 0.01%
13,726
-2,326
988
$2.24M 0.01%
16,066
-397
989
$2.22M 0.01%
1,720
-35
990
$2.22M 0.01%
66,134
-19,386
991
$2.21M 0.01%
152,305
-3,444
992
$2.21M 0.01%
64,089
+42,265
993
$2.2M 0.01%
16,791
-6,898
994
$2.19M 0.01%
16,681
-433
995
$2.18M 0.01%
80,163
+7,980
996
$2.17M 0.01%
8,830
-231
997
$2.17M 0.01%
49,071
+7,191
998
$2.17M 0.01%
34,055
+7,481
999
$2.16M 0.01%
34,187
+1,570
1000
$2.16M 0.01%
97,071
+7,959
38 39
40
41 42