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
1126
$1.7M 0.01%
24,364
+1,576
1127
$1.7M 0.01%
17,857
-27,814
1128
$1.69M 0.01%
60,560
-7,916
1129
$1.69M 0.01%
47,505
-774
1130
$1.69M 0.01%
34,253
-7,190
1131
$1.68M 0.01%
54,551
+20,541
1132
$1.68M 0.01%
27,694
-1,219
1133
$1.67M 0.01%
27,538
+5,708
1134
$1.67M 0.01%
52,838
+18,427
1135
$1.67M 0.01%
4,234
+64
1136
$1.67M 0.01%
82,087
+1,183
1137
$1.67M 0.01%
31,779
-7,862
1138
$1.67M 0.01%
149,580
+1,489
1139
$1.66M 0.01%
48,748
-1,567
1140
$1.66M 0.01%
37,590
-4,222
1141
$1.66M 0.01%
9,197
-194
1142
$1.65M 0.01%
31,569
+2,938
1143
$1.65M 0.01%
40,493
-903
1144
$1.65M 0.01%
+65,493
1145
$1.64M 0.01%
14,416
-7
1146
$1.64M 0.01%
54,586
-1,016
1147
$1.64M 0.01%
57,204
-5,278
1148
$1.64M 0.01%
35,405
+4,493
1149
$1.64M 0.01%
4,665
+438
1150
$1.64M 0.01%
30,014
+2,225
44 45
46
47 48