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
151
$25.7M 0.14%
767,751
-51,240
152
$25.4M 0.14%
504,806
+454,787
153
$25.1M 0.14%
76,759
-35,327
154
$24.8M 0.13%
890,566
+54,694
155
$24.8M 0.13%
674,620
-63,384
156
$24.8M 0.13%
67,856
-1,080
157
$24.6M 0.13%
140,662
+1,822
158
$24.5M 0.13%
1,424,287
-452,491
159
$24.5M 0.13%
706,852
-9,748
160
$23.8M 0.13%
1,146,081
-59,176
161
$23.7M 0.13%
576,568
+2,877
162
$23.4M 0.13%
447,169
-141,904
163
$23.3M 0.13%
118,175
+10,017
164
$23.3M 0.13%
360,214
-24,875
165
$23.2M 0.13%
696,110
+36,616
166
$23.1M 0.12%
240,503
+16,355
167
$22.9M 0.12%
+863,983
168
$22.7M 0.12%
1,292,053
-559,195
169
$22.7M 0.12%
160,554
+22,207
170
$22.7M 0.12%
605,718
+3,729
171
$22.6M 0.12%
202,289
-16,220
172
$22.6M 0.12%
282,377
-76,936
173
$22.6M 0.12%
92,728
+968
174
$22.5M 0.12%
294,977
-39,002
175
$22.5M 0.12%
1,430,306
+56,914
5 6
7
8 9