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
1376
$1.15M 0.01%
120,597
+21,836
1377
$1.15M 0.01%
23,954
+4,156
1378
$1.15M 0.01%
33,189
-8,618
1379
$1.15M 0.01%
52,299
+13,537
1380
$1.15M 0.01%
29,976
+7,191
1381
$1.15M 0.01%
24,722
-1,698
1382
$1.15M 0.01%
54,523
+3,261
1383
$1.15M 0.01%
25,464
-41
1384
$1.15M 0.01%
11,925
-209
1385
$1.14M 0.01%
32,328
+10,891
1386
$1.14M 0.01%
4,205
-260
1387
$1.14M 0.01%
13,702
-20
1388
$1.14M 0.01%
35,494
-19,455
1389
$1.14M 0.01%
91,566
+2,602
1390
$1.14M 0.01%
65,631
-1,469
1391
$1.14M 0.01%
68,559
+16,023
1392
$1.14M 0.01%
12,038
-473
1393
$1.13M 0.01%
85,233
+31,691
1394
$1.13M 0.01%
46,765
+2,857
1395
$1.13M 0.01%
39,421
-900
1396
$1.13M 0.01%
17,144
+949
1397
$1.13M 0.01%
10,045
+590
1398
$1.13M 0.01%
13,937
-8,653
1399
$1.13M 0.01%
15,006
+1,825
1400
$1.12M 0.01%
7,583
-368
54 55
56
57 58