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
1051
$1.97M 0.01%
27,285
-2,452
1052
$1.97M 0.01%
15,695
-7,139
1053
$1.96M 0.01%
14,287
+854
1054
$1.96M 0.01%
80,198
-6,626
1055
$1.96M 0.01%
53,340
-25,686
1056
$1.96M 0.01%
34,770
+786
1057
$1.96M 0.01%
76,061
+21,261
1058
$1.95M 0.01%
91,729
-11,461
1059
$1.95M 0.01%
72,789
+7,233
1060
$1.94M 0.01%
105,100
+100
1061
$1.94M 0.01%
40,556
-94,468
1062
$1.93M 0.01%
4,955
-155
1063
$1.93M 0.01%
35,629
+4,851
1064
$1.93M 0.01%
37,513
+9,556
1065
$1.93M 0.01%
42,179
-1,425
1066
$1.93M 0.01%
+71,479
1067
$1.92M 0.01%
25,519
+3,712
1068
$1.92M 0.01%
187,676
+118,916
1069
$1.91M 0.01%
57,333
+23,304
1070
$1.91M 0.01%
4,087
-157
1071
$1.91M 0.01%
63,863
+1,483
1072
$1.91M 0.01%
88,671
-115,895
1073
$1.9M 0.01%
14,272
+2,792
1074
$1.9M 0.01%
89,065
-8,173
1075
$1.87M 0.01%
35,528
-1,189
41 42
43
44 45