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
1326
$1.24M 0.01%
89,399
+1,800
1327
$1.23M 0.01%
119,307
+11,065
1328
$1.23M 0.01%
31,892
+801
1329
$1.23M 0.01%
60,088
+18,665
1330
$1.23M 0.01%
69,485
+3,664
1331
$1.23M 0.01%
10,325
-28,196
1332
$1.23M 0.01%
57,452
-8,130
1333
$1.22M 0.01%
99,752
-664
1334
$1.22M 0.01%
75,574
+7,152
1335
$1.22M 0.01%
13,840
-2,447
1336
$1.22M 0.01%
7,080
-3,331
1337
$1.22M 0.01%
59,522
-2,015
1338
$1.22M 0.01%
55,623
+23,731
1339
$1.22M 0.01%
56,968
-1,223
1340
$1.21M 0.01%
44,561
-39,163
1341
$1.21M 0.01%
24,836
-49,923
1342
$1.21M 0.01%
25,402
-44,847
1343
$1.21M 0.01%
9,833
-1,489
1344
$1.2M 0.01%
11,425
+97
1345
$1.2M 0.01%
55,743
-605
1346
$1.19M 0.01%
13,367
-4,707
1347
$1.19M 0.01%
15,452
+1,050
1348
$1.19M 0.01%
94,801
+11,699
1349
$1.19M 0.01%
11,110
+766
1350
$1.19M 0.01%
34,327
+2,678
52 53
54
55 56