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
1526
$936K 0.01%
18,862
+5,160
1527
$935K 0.01%
26,512
+1,513
1528
$934K 0.01%
2,428
-321
1529
$932K 0.01%
36,310
-102
1530
$931K 0.01%
15,683
-258
1531
$930K 0.01%
64,691
-1,919
1532
$930K 0.01%
48,258
-3,400
1533
$929K 0.01%
78,827
+10,522
1534
$929K 0.01%
21,413
-169,333
1535
$928K 0.01%
36,596
-3,036
1536
$926K 0.01%
21,891
-5,430
1537
$925K 0.01%
5,872
+550
1538
$923K 0.01%
27,203
+9,552
1539
$922K 0.01%
8,154
-87
1540
$918K ﹤0.01%
8,216
-882
1541
$917K ﹤0.01%
+18,967
1542
$914K ﹤0.01%
35,251
-63,161
1543
$912K ﹤0.01%
22,306
-1,667
1544
$909K ﹤0.01%
6,271
+1,518
1545
$908K ﹤0.01%
74,838
-10,175
1546
$908K ﹤0.01%
13,048
-3,186
1547
$908K ﹤0.01%
27,934
-1,622
1548
$907K ﹤0.01%
53,649
+4,191
1549
$906K ﹤0.01%
33,253
-31,063
1550
$905K ﹤0.01%
40,911
+1,078
60 61
62
63 64