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
2951
$136K ﹤0.01%
12,421
-4,747
2952
$135K ﹤0.01%
14,178
-2,054
2953
$133K ﹤0.01%
22,116
-5,526
2954
$132K ﹤0.01%
46,250
-500
2955
$132K ﹤0.01%
60,935
+19,533
2956
$132K ﹤0.01%
+12,781
2957
$131K ﹤0.01%
2,982
-2,785
2958
$131K ﹤0.01%
19,287
+3,381
2959
$129K ﹤0.01%
10,928
-556
2960
$129K ﹤0.01%
23,751
-11,244
2961
$128K ﹤0.01%
14,582
-169
2962
$128K ﹤0.01%
40,100
2963
$128K ﹤0.01%
10,138
-1,460
2964
$128K ﹤0.01%
12,076
+251
2965
$128K ﹤0.01%
33,301
+10,756
2966
$127K ﹤0.01%
24,705
+2,598
2967
$124K ﹤0.01%
14,244
+823
2968
$123K ﹤0.01%
15,845
+1,148
2969
$123K ﹤0.01%
15,660
+1,093
2970
$122K ﹤0.01%
10,000
-2,500
2971
$121K ﹤0.01%
12,260
+560
2972
$119K ﹤0.01%
25,930
-16,260
2973
$118K ﹤0.01%
24,180
+5,176
2974
$118K ﹤0.01%
4,709
+2,533
2975
$116K ﹤0.01%
2,608
+272
117 118
119
120 121