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
1026
$2.04M 0.01%
102,310
+30,344
1027
$2.04M 0.01%
75,661
-475
1028
$2.04M 0.01%
67,033
+137
1029
$2.04M 0.01%
78,556
+12,430
1030
$2.04M 0.01%
42,563
+4,477
1031
$2.04M 0.01%
58,595
+1,533
1032
$2.04M 0.01%
13,143
-5,466
1033
$2.03M 0.01%
155,105
+676
1034
$2.03M 0.01%
94,507
-629
1035
$2.03M 0.01%
54,211
+42,945
1036
$2.02M 0.01%
42,935
+6,627
1037
$2.02M 0.01%
28,566
-2,558
1038
$2.02M 0.01%
38,405
-728
1039
$2.02M 0.01%
58,275
+4,800
1040
$2.01M 0.01%
35,764
-11,471
1041
$2.01M 0.01%
64,115
+8,454
1042
$2.01M 0.01%
31,300
+1,730
1043
$2.01M 0.01%
26,023
+8
1044
$2M 0.01%
43,607
-4,992
1045
$1.99M 0.01%
44,665
-852
1046
$1.98M 0.01%
559,697
-3,821
1047
$1.98M 0.01%
65,287
+90
1048
$1.97M 0.01%
7,598
+580
1049
$1.97M 0.01%
43,348
+755
1050
$1.97M 0.01%
143,902
+4,913
40 41
42
43 44