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
1351
$1.18M 0.01%
22,745
-1,929
1352
$1.18M 0.01%
13,949
-37,104
1353
$1.18M 0.01%
45,315
+4,330
1354
$1.18M 0.01%
19,926
+1,567
1355
$1.18M 0.01%
23,581
-1,032
1356
$1.18M 0.01%
37,273
-284
1357
$1.18M 0.01%
63,002
+2,116
1358
$1.18M 0.01%
47,342
+37,149
1359
$1.18M 0.01%
17,280
+805
1360
$1.17M 0.01%
44,472
+18,571
1361
$1.17M 0.01%
39,079
-48,049
1362
$1.17M 0.01%
2,578
-60
1363
$1.17M 0.01%
37,358
+7,449
1364
$1.17M 0.01%
25,695
+1,895
1365
$1.17M 0.01%
37,154
-1,049
1366
$1.17M 0.01%
15,139
-3,670
1367
$1.17M 0.01%
100,209
+2,817
1368
$1.16M 0.01%
41,920
+4,995
1369
$1.16M 0.01%
17,695
-9
1370
$1.16M 0.01%
85,857
-20,478
1371
$1.16M 0.01%
33,108
-19
1372
$1.15M 0.01%
127,358
+27,450
1373
$1.15M 0.01%
39,078
+5,770
1374
$1.15M 0.01%
38,607
+213
1375
$1.15M 0.01%
14,424
-1,213
53 54
55
56 57