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
3051
– –
-10,256
3052
– –
-876
3053
– –
-51,823
3054
– –
-10,000
3055
– –
-15,577
3056
– –
-5,460
3057
– –
-20,336
3058
– –
-18,759
3059
– –
-7,633
3060
– –
-9,054
3061
– –
-1,430
3062
– –
-7,975
3063
– –
-5,362
3064
– –
-3,897
3065
– –
-6,256
3066
– –
-3,230
3067
– –
-4,371
3068
– –
-16,071
3069
– –
-26
3070
– –
-8,712
3071
– –
-3,657
3072
– –
-14,800
3073
– –
-7,490
3074
– –
-8,748
3075
– –
-4,494
121 122
123
124 125