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
1001
$2.16M 0.01%
131,805
-43,615
1002
$2.15M 0.01%
81,206
+13,123
1003
$2.14M 0.01%
65,856
-4,428
1004
$2.13M 0.01%
23,331
1005
$2.13M 0.01%
3,350
+845
1006
$2.12M 0.01%
33,391
+12,231
1007
$2.12M 0.01%
19,313
-691
1008
$2.12M 0.01%
111,627
+12,137
1009
$2.12M 0.01%
52,293
+1,244
1010
$2.12M 0.01%
44,691
+3,457
1011
$2.11M 0.01%
36,385
-172
1012
$2.1M 0.01%
14,006
-512
1013
$2.1M 0.01%
13,850
-1,468
1014
$2.1M 0.01%
72,511
+1,735
1015
$2.1M 0.01%
48,722
-403
1016
$2.1M 0.01%
74,009
-3,866
1017
$2.09M 0.01%
62,424
+8,196
1018
$2.09M 0.01%
8,204
-352
1019
$2.09M 0.01%
28,501
+567
1020
$2.08M 0.01%
60,244
-1,609
1021
$2.08M 0.01%
41,366
-761
1022
$2.08M 0.01%
91,373
-80,451
1023
$2.06M 0.01%
41,878
+4,275
1024
$2.06M 0.01%
162,130
-29,592
1025
$2.05M 0.01%
20,829
-92
39 40
41
42 43