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
1076
$1.87M 0.01%
114,124
+32,586
1077
$1.86M 0.01%
159,400
+8,142
1078
$1.86M 0.01%
50,601
+25,845
1079
$1.86M 0.01%
118,899
+27,519
1080
$1.86M 0.01%
52,439
-3,502
1081
$1.85M 0.01%
39,589
-2,280
1082
$1.85M 0.01%
68,571
+704
1083
$1.84M 0.01%
23,327
-942
1084
$1.84M 0.01%
30,445
+10,372
1085
$1.84M 0.01%
19,847
-1,638
1086
$1.83M 0.01%
39,941
+1,706
1087
$1.83M 0.01%
66,049
+27,587
1088
$1.82M 0.01%
+92,199
1089
$1.82M 0.01%
11,182
+232
1090
$1.82M 0.01%
47,861
-173
1091
$1.82M 0.01%
20,134
-686
1092
$1.82M 0.01%
86,156
-71,601
1093
$1.81M 0.01%
21,137
+7,435
1094
$1.81M 0.01%
7,786
+2,611
1095
$1.81M 0.01%
343,341
-22,886
1096
$1.81M 0.01%
74,438
+1,448
1097
$1.8M 0.01%
20,092
+1,682
1098
$1.8M 0.01%
13,759
-5,316
1099
$1.8M 0.01%
181,393
-127,274
1100
$1.8M 0.01%
162,232
+35,499
42 43
44
45 46