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
$17.1B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$80.9M
2
+$79.6M
3
+$41.3M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$32.4M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$25M

Top Sells

1
+$30.8M
2
+$26M
3
+$24.8M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$20.1M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$20M

Sector Composition

1 Technology 9.45%
2 Consumer Discretionary 4.97%
3 Healthcare 4.39%
4 Financials 4.25%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
– –
-25,959
2752
– –
-90,627
2753
– –
-1,799
2754
– –
-9,118
2755
– –
-11,763
2756
– –
-10,606
2757
– –
-43,442
2758
– –
-17,141
2759
– –
-12,307
2760
– –
-8,346
2761
– –
-14,610
2762
– –
-12,400
2763
– –
-30,107
2764
– –
-7,995
2765
– –
-34,085
2766
– –
-7,978
2767
– –
-44,854
2768
– –
-12,680
2769
– –
-34,285
2770
– –
-2,930
2771
– –
-1,266
2772
– –
-4,368
2773
– –
-244,689
2774
– –
-13,413
2775
– –
-11,332
109 110
111
112 113