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
1401
$1.12M 0.01%
30,127
+587
1402
$1.12M 0.01%
20,482
+2,324
1403
$1.12M 0.01%
2,334,124
+814,124
1404
$1.12M 0.01%
108,143
-4,573
1405
$1.12M 0.01%
32,169
+5,490
1406
$1.12M 0.01%
108,133
-13,690
1407
$1.12M 0.01%
36,693
-6,793
1408
$1.11M 0.01%
56,149
-781
1409
$1.11M 0.01%
47,487
-118,026
1410
$1.11M 0.01%
39,666
+31,521
1411
$1.11M 0.01%
8,536
-318
1412
$1.11M 0.01%
144,183
+4,463
1413
$1.11M 0.01%
17,435
-490
1414
$1.11M 0.01%
23,319
+8,872
1415
$1.1M 0.01%
60,167
+17,199
1416
$1.1M 0.01%
83,964
+44,053
1417
$1.1M 0.01%
34,848
-10,998
1418
$1.1M 0.01%
27,757
+1,390
1419
$1.09M 0.01%
16,225
+474
1420
$1.09M 0.01%
77,784
+17,087
1421
$1.09M 0.01%
22,253
+3,306
1422
$1.08M 0.01%
9,739
-17,928
1423
$1.08M 0.01%
4,976
-747
1424
$1.08M 0.01%
85,214
+39,429
1425
$1.08M 0.01%
5,904
-104
55 56
57
58 59