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
1476
$1.01M 0.01%
11,078
+1,999
1477
$1.01M 0.01%
10,590
-747
1478
$1.01M 0.01%
35,538
+3,551
1479
$1.01M 0.01%
19,631
-2,207
1480
$1.01M 0.01%
4,939
+81
1481
$1M 0.01%
39,853
+29,126
1482
$1M 0.01%
43,723
+368
1483
$1M 0.01%
21,216
-20,862
1484
$1M 0.01%
50,665
+2,548
1485
$1M 0.01%
11,066
-4,424
1486
$999K 0.01%
20,359
-5,208
1487
$998K 0.01%
28,250
-1,432
1488
$997K 0.01%
9,227
-4,772
1489
$994K 0.01%
6,309
-204
1490
$993K 0.01%
56,240
-474
1491
$991K 0.01%
28,187
-8,209
1492
$989K 0.01%
18,092
-444
1493
$989K 0.01%
70,773
+1,186
1494
$988K 0.01%
18,000
+1,430
1495
$987K 0.01%
+48,093
1496
$986K 0.01%
28,241
-1,504
1497
$986K 0.01%
18,915
+3,388
1498
$986K 0.01%
48,994
-12,715
1499
$983K 0.01%
33,722
+5,815
1500
$978K 0.01%
8,644
+1,002
58 59
60
61 62