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
101
$35.6M 0.19%
1,335,332
-14,175
102
$35.3M 0.19%
619,835
+61,255
103
$34.7M 0.19%
201,402
-36,572
104
$34M 0.18%
439,524
-4,720
105
$33.7M 0.18%
339,940
-89,248
106
$33.1M 0.18%
522,720
+11,981
107
$33.1M 0.18%
178,466
+20,149
108
$33M 0.18%
760,164
+91,761
109
$32.7M 0.18%
664,644
+496,096
110
$32.5M 0.18%
699,197
+3,055
111
$32.4M 0.17%
1,797,024
+1,038,374
112
$32.4M 0.17%
759,923
+71,539
113
$32M 0.17%
247,179
+23,029
114
$32M 0.17%
101,472
-4,356
115
$31.9M 0.17%
1,334,255
+86,546
116
$31.6M 0.17%
2,177,788
+572,740
117
$31.5M 0.17%
530,602
+213,296
118
$31.3M 0.17%
1,006,079
+108,299
119
$31.1M 0.17%
243,484
+20,233
120
$30.9M 0.17%
600,365
-4,821
121
$30.4M 0.16%
328,459
-14,778
122
$30.4M 0.16%
485,807
+1,594
123
$30.3M 0.16%
332,473
+64,910
124
$30.3M 0.16%
1,322,984
-1,883
125
$30.2M 0.16%
395,569
+38,837
3 4
5
6 7