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
1151
$1.63M 0.01%
55,107
-3,550
1152
$1.63M 0.01%
18,359
-2,345
1153
$1.63M 0.01%
4,224
-960
1154
$1.63M 0.01%
30,548
-12,888
1155
$1.62M 0.01%
93,723
-1,113
1156
$1.62M 0.01%
10,511
-543
1157
$1.62M 0.01%
23,068
+30
1158
$1.62M 0.01%
4,094
-256
1159
$1.61M 0.01%
41,742
+20,559
1160
$1.61M 0.01%
89,838
-4,718
1161
$1.61M 0.01%
10,813
-3,153
1162
$1.61M 0.01%
74,949
+1,803
1163
$1.61M 0.01%
54,006
+22,217
1164
$1.61M 0.01%
17,092
-596
1165
$1.6M 0.01%
48,497
+2,858
1166
$1.6M 0.01%
23,510
+1,772
1167
$1.6M 0.01%
400
1168
$1.59M 0.01%
+58,478
1169
$1.59M 0.01%
91,136
-4,368
1170
$1.59M 0.01%
49,341
-399
1171
$1.58M 0.01%
72,894
-15,482
1172
$1.58M 0.01%
9,434
-3,703
1173
$1.58M 0.01%
6,638
+186
1174
$1.58M 0.01%
17,504
+3,382
1175
$1.58M 0.01%
17,398
+2,907
45 46
47
48 49