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
3026
$86K ﹤0.01%
2,553
-180
3027
$86K ﹤0.01%
13,196
3028
$86K ﹤0.01%
+13,900
3029
$85K ﹤0.01%
1,311
-65
3030
$84K ﹤0.01%
16,617
3031
$81K ﹤0.01%
15,840
-3,455
3032
$81K ﹤0.01%
256,594
+90,000
3033
$81K ﹤0.01%
12,138
+73
3034
$80K ﹤0.01%
10,839
-926
3035
$80K ﹤0.01%
+20,862
3036
$79K ﹤0.01%
9,130
-14
3037
$79K ﹤0.01%
41,634
3038
$79K ﹤0.01%
23,119
+8,301
3039
$78K ﹤0.01%
+10,640
3040
$76K ﹤0.01%
38,577
-12,475
3041
$76K ﹤0.01%
1,703
+1,096
3042
$75K ﹤0.01%
12,181
-20,301
3043
$75K ﹤0.01%
14,112
+490
3044
$75K ﹤0.01%
11,388
-1,076
3045
$74K ﹤0.01%
21,886
+2,000
3046
$74K ﹤0.01%
1,789
-132
3047
$73K ﹤0.01%
+20,000
3048
$73K ﹤0.01%
22,600
3049
$71K ﹤0.01%
+10,062
3050
$69K ﹤0.01%
18,469
+2,021
120 121
122
123 124