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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
$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
2501
– –
-7,970
2502
– –
-12,219
2503
– –
-482
2504
– –
-9,581
2505
– –
-9,398
2506
– –
-13,320
2507
– –
-36,280
2508
– –
-13,600
2509
– –
-21,816
2510
– –
-167,222
2511
– –
-216,392
2512
– –
-12,618
2513
– –
-21,386
2514
– –
-10,511
2515
– –
-11,000
2516
– –
-7,811
2517
– –
-17,864
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