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
3151
– –
-17,419
3152
– –
-126,676
3153
– –
-2,710
3154
– –
-50,465
3155
– –
-1,855
3156
– –
-15,746
3157
– –
-20,306
3158
– –
-12,967
3159
– –
-13,887
3160
– –
-18,897
3161
– –
-27,970
3162
– –
-59,394
3163
– –
-14,567
3164
– –
-5,333
3165
– –
-3,902
3166
– –
-12,596
3167
– –
-3,226
3168
– –
-6,060
3169
– –
-879
3170
– –
-6,574
3171
– –
-7,037
3172
– –
-26,145
3173
– –
-8,771
3174
– –
-73,169
3175
– –
-29,881
125 126
127
128 129