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
201
$18.8M 0.1%
389,152
+90,016
202
$18.6M 0.1%
529,220
+197,927
203
$18.2M 0.1%
411,982
+4,951
204
$18.2M 0.1%
177,586
-129,763
205
$18.1M 0.1%
1,037,732
+10,906
206
$18.1M 0.1%
396,562
-111,155
207
$18M 0.1%
370,463
-791
208
$17.9M 0.1%
117,248
-6,603
209
$17.8M 0.1%
219,826
+573
210
$17.8M 0.1%
223,098
+1,258
211
$17.8M 0.1%
403,226
+27,577
212
$17.7M 0.1%
671,255
+43,054
213
$17.7M 0.1%
624,204
+58,356
214
$17.4M 0.09%
250,630
+39,012
215
$17.1M 0.09%
369,509
+7,883
216
$17.1M 0.09%
404,227
-5,383
217
$17M 0.09%
192,773
+669
218
$17M 0.09%
432,745
+23,777
219
$16.8M 0.09%
273,348
+234,572
220
$16.8M 0.09%
92,265
+151
221
$16.7M 0.09%
+346,757
222
$16.7M 0.09%
678,898
+100,846
223
$16.7M 0.09%
413,830
-20,127
224
$16.6M 0.09%
300,840
+147,835
225
$16.6M 0.09%
887,314
-12,429
7 8
9
10 11