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
2876
$199K ﹤0.01%
23,752
-100
2877
$199K ﹤0.01%
49,264
+13,366
2878
$199K ﹤0.01%
+11,836
2879
$198K ﹤0.01%
16,420
-229
2880
$198K ﹤0.01%
10,655
+70
2881
$198K ﹤0.01%
10,288
-4,397
2882
$198K ﹤0.01%
5,677
2883
$197K ﹤0.01%
23,488
-288
2884
$196K ﹤0.01%
39,267
-3,442
2885
$196K ﹤0.01%
20,985
-37,146
2886
$195K ﹤0.01%
16,831
-95
2887
$195K ﹤0.01%
19,777
+4,000
2888
$194K ﹤0.01%
32,444
-401
2889
$194K ﹤0.01%
+11,314
2890
$193K ﹤0.01%
134,332
-8,071
2891
$193K ﹤0.01%
1,866
-146
2892
$189K ﹤0.01%
35,414
+952
2893
$184K ﹤0.01%
9,428
+4,004
2894
$184K ﹤0.01%
15,802
+1,634
2895
$184K ﹤0.01%
51,920
+17,565
2896
$183K ﹤0.01%
11,705
-1,592
2897
$182K ﹤0.01%
23,223
+426
2898
$181K ﹤0.01%
13,868
2899
$180K ﹤0.01%
29,539
-15,905
2900
$180K ﹤0.01%
15,231
+240
114 115
116
117 118