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
2001
$476K ﹤0.01%
7,845
+229
2002
$476K ﹤0.01%
6,065
-105
2003
$475K ﹤0.01%
16,891
-39
2004
$475K ﹤0.01%
20,622
+444
2005
$474K ﹤0.01%
17,075
-750
2006
$474K ﹤0.01%
40,238
+16,741
2007
$471K ﹤0.01%
28,201
-6,918
2008
$470K ﹤0.01%
14,239
+4,555
2009
$469K ﹤0.01%
948
-95
2010
$469K ﹤0.01%
4,225
-462
2011
$468K ﹤0.01%
38,886
2012
$466K ﹤0.01%
41,980
-544
2013
$464K ﹤0.01%
43,607
-3,361
2014
$464K ﹤0.01%
26,928
-1,058
2015
$464K ﹤0.01%
10,015
-3,982
2016
$463K ﹤0.01%
8,910
-976
2017
$463K ﹤0.01%
11,784
+84
2018
$462K ﹤0.01%
6,997
+1,711
2019
$462K ﹤0.01%
16,077
-3,672
2020
$462K ﹤0.01%
14,662
+600
2021
$461K ﹤0.01%
3,324
+1,203
2022
$461K ﹤0.01%
34,938
-8,581
2023
$460K ﹤0.01%
15,023
-6,657
2024
$460K ﹤0.01%
62,548
-4,362
2025
$458K ﹤0.01%
5,795
-85
79 80
81
82 83