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
$13B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,527
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$30.8M
3
+$30.6M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$23.2M
2
+$13.9M
3
+$12.9M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$11.8M

Sector Composition

1 Technology 6.93%
2 Financials 4.91%
3 Healthcare 4.18%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
– –
-98,304
2477
– –
-9,143
2478
– –
-147
2479
– –
-13,100
2480
– –
-639
2481
– –
-2,742
2482
– –
-15,010
2483
– –
-56,456
2484
– –
-50,994
2485
– –
-10,668
2486
– –
-2,824
2487
– –
-12,729
2488
– –
-21,478
2489
– –
-10,019
2490
– –
-7,970
2491
– –
-12,219
2492
– –
-482
2493
– –
-9,581
2494
– –
-9,398
2495
– –
-12,189
2496
– –
-10,899
2497
– –
-360
2498
– –
-13,320
2499
– –
-36,280
2500
– –
-13,600
97 98 99
100
101