Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
3,301
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$56.6M
3
+$50.1M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$40.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$36.7M

Top Sells

1
+$84.3M
2
+$54.7M
3
+$53.6M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$41.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$29.5M

Sector Composition

1 Technology 9.03%
2 Financials 4.72%
3 Healthcare 4.25%
4 Consumer Discretionary 4.16%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$4K ﹤0.01%
7
3027
$4K ﹤0.01%
10,550
3028
$4K ﹤0.01%
1,445
3029
$4K ﹤0.01%
14,000
3030
$3K ﹤0.01%
4
3031
$3K ﹤0.01%
1,047
-17
3032
$3K ﹤0.01%
2,378
3033
– –
-25,916
3034
– –
-5,639
3035
– –
-67,340
3036
– –
-2,892
3037
– –
-26,185
3038
– –
-8,814
3039
– –
-11,194
3040
– –
-1,038
3041
– –
-11,877
3042
– –
-9,336
3043
– –
-575
3044
– –
-5,103
3045
– –
-17,316
3046
– –
-22,102
3047
– –
-9,014
3048
– –
-5,500
3049
– –
-7,564
3050
– –
-10,028
120 121
122
123 124