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
$21.9B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,346
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$39.6M
3
+$36.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$35.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32.6M

Top Sells

1
+$41.5M
2
+$36.1M
3
+$27.3M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$22.9M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$22.9M

Sector Composition

1 Technology 10.43%
2 Financials 4.62%
3 Consumer Discretionary 4.22%
4 Healthcare 3.87%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$277K ﹤0.01%
15,791
2602
$277K ﹤0.01%
43,555
+391
2603
$277K ﹤0.01%
10,109
2604
$276K ﹤0.01%
3,859
+620
2605
$276K ﹤0.01%
8,346
-221
2606
$275K ﹤0.01%
3,373
+510
2607
$275K ﹤0.01%
261,463
+22,000
2608
$274K ﹤0.01%
6,824
+824
2609
$274K ﹤0.01%
25,229
-430
2610
$274K ﹤0.01%
6,287
+101
2611
$274K ﹤0.01%
5,242
-15
2612
$273K ﹤0.01%
5,748
-205
2613
$273K ﹤0.01%
1,644
2614
$273K ﹤0.01%
6,532
-62
2615
$273K ﹤0.01%
3,420
+605
2616
$273K ﹤0.01%
23,166
-244
2617
$272K ﹤0.01%
+29,711
2618
$272K ﹤0.01%
1,535
-260
2619
$272K ﹤0.01%
9,531
-18,207
2620
$271K ﹤0.01%
11,773
-1,485
2621
$271K ﹤0.01%
8,359
+1,350
2622
$270K ﹤0.01%
48,788
+11,405
2623
$270K ﹤0.01%
5,733
+737
2624
$270K ﹤0.01%
2,734
+12
2625
$270K ﹤0.01%
24,254
+8,030
103 104
105
106 107