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
1226
$1.43M 0.01%
57,391
-6,401
1227
$1.43M 0.01%
59,840
+7,470
1228
$1.43M 0.01%
15,626
+374
1229
$1.42M 0.01%
98,821
-968
1230
$1.41M 0.01%
46,906
-2,493
1231
$1.41M 0.01%
81,769
-5,519
1232
$1.41M 0.01%
42,940
-5,576
1233
$1.4M 0.01%
133,417
+33,417
1234
$1.4M 0.01%
29,111
+1,136
1235
$1.4M 0.01%
85,260
+24,450
1236
$1.4M 0.01%
76,761
-18,698
1237
$1.4M 0.01%
14,512
+1,728
1238
$1.4M 0.01%
60,408
-19,481
1239
$1.4M 0.01%
47,211
+15,688
1240
$1.4M 0.01%
49,872
-1,453
1241
$1.4M 0.01%
78,780
+5,128
1242
$1.4M 0.01%
4,666
-1,192
1243
$1.39M 0.01%
84,260
-22,034
1244
$1.39M 0.01%
29,006
-653
1245
$1.39M 0.01%
24,190
+509
1246
$1.38M 0.01%
20,403
+624
1247
$1.37M 0.01%
48,164
+2,289
1248
$1.37M 0.01%
25,390
-2,302
1249
$1.37M 0.01%
73,091
-25,610
1250
$1.37M 0.01%
7,896
-113
48 49
50
51 52