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
1301
$1.27M 0.01%
41,188
-1,025
1302
$1.27M 0.01%
20,784
-11,440
1303
$1.27M 0.01%
4,196
-1,461
1304
$1.26M 0.01%
5,805
+547
1305
$1.26M 0.01%
13,557
+2,942
1306
$1.26M 0.01%
142,821
-7,831
1307
$1.26M 0.01%
8,120
+33
1308
$1.26M 0.01%
8,442
-394
1309
$1.26M 0.01%
13,815
+746
1310
$1.26M 0.01%
41,717
-1,997
1311
$1.26M 0.01%
83,570
+1,696
1312
$1.25M 0.01%
19,538
-453
1313
$1.25M 0.01%
8,703
-823
1314
$1.25M 0.01%
27,512
+1,628
1315
$1.25M 0.01%
149,598
+6,368
1316
$1.25M 0.01%
26,923
-9,204
1317
$1.25M 0.01%
10,282
+1,872
1318
$1.25M 0.01%
26,304
-17,863
1319
$1.25M 0.01%
200,096
-202,773
1320
$1.25M 0.01%
40,259
-862
1321
$1.25M 0.01%
59,343
-15,505
1322
$1.24M 0.01%
6,635
+586
1323
$1.24M 0.01%
50,519
+23,445
1324
$1.24M 0.01%
6,073
+282
1325
$1.24M 0.01%
13,822
-708
51 52
53
54 55