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
1101
$1.79M 0.01%
7,520
+759
1102
$1.79M 0.01%
9,900
-9,858
1103
$1.78M 0.01%
61,390
+11,343
1104
$1.78M 0.01%
80,924
+9,136
1105
$1.78M 0.01%
40,010
-226,327
1106
$1.78M 0.01%
30,864
-4,596
1107
$1.77M 0.01%
97,547
+86
1108
$1.77M 0.01%
62,181
-13,971
1109
$1.76M 0.01%
12,353
-19
1110
$1.76M 0.01%
73,714
+5,369
1111
$1.75M 0.01%
112,621
-31,079
1112
$1.75M 0.01%
9,774
+1,582
1113
$1.75M 0.01%
166,966
+4,784
1114
$1.75M 0.01%
10,903
-115
1115
$1.74M 0.01%
18,664
-124
1116
$1.74M 0.01%
18,457
-651
1117
$1.73M 0.01%
81,362
+21,362
1118
$1.73M 0.01%
66,036
+2,244
1119
$1.73M 0.01%
35,990
-2,568
1120
$1.72M 0.01%
30,111
-1,170
1121
$1.71M 0.01%
11,713
-1,240
1122
$1.71M 0.01%
16,429
+195
1123
$1.7M 0.01%
92,467
+4,369
1124
$1.7M 0.01%
57,868
+10,190
1125
$1.7M 0.01%
+74,542
43 44
45
46 47