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
1201
$1.51M 0.01%
22,982
-2,984
1202
$1.5M 0.01%
54,153
-9,832
1203
$1.49M 0.01%
9,216
+214
1204
$1.49M 0.01%
5,430
+868
1205
$1.48M 0.01%
37,398
+6,207
1206
$1.48M 0.01%
54,146
+9,614
1207
$1.48M 0.01%
54,175
+17,303
1208
$1.47M 0.01%
+13,951
1209
$1.47M 0.01%
49,711
+858
1210
$1.47M 0.01%
51,333
+5,222
1211
$1.47M 0.01%
21,005
-1,191
1212
$1.46M 0.01%
48,044
-1,389
1213
$1.46M 0.01%
29,050
-4,526
1214
$1.46M 0.01%
38,794
-2,063
1215
$1.45M 0.01%
13,835
-1,417
1216
$1.45M 0.01%
7,029
-278
1217
$1.45M 0.01%
51,354
+3,659
1218
$1.44M 0.01%
+48,684
1219
$1.44M 0.01%
55,725
+4,259
1220
$1.44M 0.01%
4,109
+667
1221
$1.44M 0.01%
3,846
-14
1222
$1.44M 0.01%
28,006
+19,357
1223
$1.44M 0.01%
40,255
-254
1224
$1.44M 0.01%
11,806
-5,341
1225
$1.43M 0.01%
+68,998
47 48
49
50 51