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
1251
$1.37M 0.01%
21,467
+2,105
1252
$1.37M 0.01%
52,186
+106
1253
$1.36M 0.01%
11,591
-2,339
1254
$1.36M 0.01%
28,120
+5,068
1255
$1.36M 0.01%
77,481
-2,898
1256
$1.36M 0.01%
209,461
+181
1257
$1.36M 0.01%
10,887
-892
1258
$1.35M 0.01%
41,538
-1,715
1259
$1.35M 0.01%
7,731
+2,583
1260
$1.34M 0.01%
54,037
-6,849
1261
$1.34M 0.01%
54,970
-25,385
1262
$1.34M 0.01%
67,680
+6,424
1263
$1.34M 0.01%
50,159
-28,713
1264
$1.34M 0.01%
13,385
-99,415
1265
$1.34M 0.01%
16,863
+152
1266
$1.34M 0.01%
31,502
+989
1267
$1.34M 0.01%
77,655
+7,870
1268
$1.33M 0.01%
66,927
+47
1269
$1.33M 0.01%
13,999
+1,171
1270
$1.33M 0.01%
124,268
+6,309
1271
$1.33M 0.01%
27,064
-5,654
1272
$1.33M 0.01%
53,703
+33,158
1273
$1.32M 0.01%
20,222
+2,727
1274
$1.31M 0.01%
40,570
+11,359
1275
$1.31M 0.01%
41,305
+946
49 50
51
52 53