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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
$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
2801
– –
-25,981
2802
– –
-4,634
2803
– –
-625
2804
– –
-14,814
2805
– –
-21,635
2806
– –
-511,077
2807
– –
-31,520
2808
– –
-42,746
2809
– –
-34,492
2810
– –
-44,604
2811
– –
-9,177
2812
– –
-11,070
2813
– –
-32,982
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