Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$705M 3.8%
5,159,502
+46,602
2
$590M 3.18%
1,700,316
-145,214
3
$341M 1.84%
6,610,045
-336,181
4
$314M 1.69%
828,251
+40,896
5
$286M 1.54%
1,115,264
+6,423
6
$283M 1.53%
1,010,857
-271,699
7
$254M 1.37%
1,348,372
-54,864
8
$241M 1.3%
2,266,481
+215,601
9
$190M 1.02%
3,838,530
+305,998
10
$168M 0.91%
446,640
-43,842
11
$163M 0.88%
1,137,982
+11,001
12
$159M 0.85%
2,107,937
-704,908
13
$140M 0.76%
3,612,890
-3,328
14
$138M 0.74%
1,795,169
-145,722
15
$135M 0.73%
495,839
+12,624
16
$114M 0.62%
678,699
-61,656
17
$114M 0.62%
508,944
+44,010
18
$112M 0.6%
1,597,026
+95,094
19
$110M 0.59%
1,007,640
+55,180
20
$108M 0.58%
1,308,908
+442,176
21
$108M 0.58%
1,176,908
+897,210
22
$106M 0.57%
800,591
+28,641
23
$104M 0.56%
942,912
+363,658
24
$100M 0.54%
6,616,520
+525,650
25
$99.5M 0.54%
979,045
-41,406
1
2 3 4 5