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
1426
$1.08M 0.01%
48,146
+6,979
1427
$1.08M 0.01%
65,458
+6,743
1428
$1.08M 0.01%
21,277
+489
1429
$1.07M 0.01%
23,035
-916
1430
$1.07M 0.01%
31,785
-609
1431
$1.07M 0.01%
80,646
+53,719
1432
$1.07M 0.01%
19,282
+14,259
1433
$1.07M 0.01%
18,878
-16,798
1434
$1.07M 0.01%
34,333
-4,200
1435
$1.07M 0.01%
14,234
+1,224
1436
$1.06M 0.01%
17,319
-39,275
1437
$1.06M 0.01%
24,142
-18,676
1438
$1.06M 0.01%
282,673
-66,200
1439
$1.06M 0.01%
15,902
+2,038
1440
$1.06M 0.01%
8,183
+182
1441
$1.06M 0.01%
13,633
+10,924
1442
$1.06M 0.01%
20,066
-1,105
1443
$1.05M 0.01%
108,034
+393
1444
$1.05M 0.01%
55,066
+337
1445
$1.05M 0.01%
18,462
-1,498
1446
$1.05M 0.01%
5,890
+27
1447
$1.05M 0.01%
9,553
-791
1448
$1.05M 0.01%
25,450
-5,427
1449
$1.05M 0.01%
23,447
-7,461
1450
$1.05M 0.01%
13,390
-655
56 57
58
59 60