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
1451
$1.04M 0.01%
25,392
-465
1452
$1.04M 0.01%
22,799
-962
1453
$1.04M 0.01%
41,063
+22,294
1454
$1.04M 0.01%
21,426
-417
1455
$1.04M 0.01%
27,482
+2,194
1456
$1.04M 0.01%
72,207
+56,682
1457
$1.04M 0.01%
36,360
+7,433
1458
$1.04M 0.01%
10,753
+7,504
1459
$1.03M 0.01%
9,140
-1,123
1460
$1.03M 0.01%
31,902
-34,962
1461
$1.03M 0.01%
12,585
-4,978
1462
$1.03M 0.01%
13,894
-1,423
1463
$1.03M 0.01%
55,718
-2,669
1464
$1.03M 0.01%
10,561
+2,537
1465
$1.03M 0.01%
58,790
+12,686
1466
$1.03M 0.01%
31,031
+6,242
1467
$1.03M 0.01%
23,299
+13,589
1468
$1.03M 0.01%
99,934
-20,757
1469
$1.03M 0.01%
11,845
+860
1470
$1.03M 0.01%
32,089
+7,531
1471
$1.02M 0.01%
27,945
+6,584
1472
$1.02M 0.01%
42,919
+4,163
1473
$1.02M 0.01%
12,265
-544
1474
$1.02M 0.01%
24,935
-175
1475
$1.01M 0.01%
+30,549
57 58
59
60 61