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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
3201
– –
-3,936
3202
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-16,249
3203
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-5,739
3204
– –
-26,320
3205
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-2,589
3206
– –
-1,987
3207
– –
-4,029
3208
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-5,742
3209
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-8,140
3210
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-50,828
3211
– –
-10,223
3212
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-2,463
3213
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-265
3214
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-16,880
3215
– –
-11,014
3216
– –
-37,816
3217
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-18,075
3218
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-1,624
3219
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-6,364
3220
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3221
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3222
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-15,926
3223
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3224
– –
-2,621
3225
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-14,549
127 128
129
130 131