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
126
$30.1M 0.16%
492,263
+308,384
127
$30.1M 0.16%
421,790
+14,907
128
$29.8M 0.16%
595,359
+172,539
129
$29.7M 0.16%
142,982
+7,300
130
$29.5M 0.16%
209,090
+816
131
$29.5M 0.16%
738,917
-113,507
132
$29.2M 0.16%
201,478
-44,406
133
$29.1M 0.16%
1,715,160
+62,904
134
$28.8M 0.16%
265,215
+1,166
135
$28.2M 0.15%
206,392
-29,801
136
$28.2M 0.15%
895,110
-12,017
137
$28.1M 0.15%
562,848
+227,727
138
$27.8M 0.15%
469,893
+3,245
139
$27.5M 0.15%
233,842
-72,895
140
$27.1M 0.15%
342,192
-20,909
141
$27.1M 0.15%
155,818
-1,115
142
$26.8M 0.14%
266,820
+116,176
143
$26.4M 0.14%
289,825
-19,924
144
$26.4M 0.14%
459,901
-11,265
145
$26.2M 0.14%
383,750
+36,994
146
$26.1M 0.14%
237,661
-151,090
147
$26.1M 0.14%
750,247
+225,852
148
$26.1M 0.14%
965,484
-409,365
149
$26M 0.14%
157,602
-8,754
150
$25.9M 0.14%
400,472
+7,156
4 5
6
7 8