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
3051
$68K ﹤0.01%
35,538
-26,009
3052
$68K ﹤0.01%
1,833
3053
$68K ﹤0.01%
76,611
+30,600
3054
$68K ﹤0.01%
23,488
3055
$67K ﹤0.01%
24,417
+989
3056
$67K ﹤0.01%
887
+173
3057
$66K ﹤0.01%
28,807
+6,878
3058
$66K ﹤0.01%
2,184
3059
$66K ﹤0.01%
888
+4
3060
$66K ﹤0.01%
18,813
-1,788
3061
$66K ﹤0.01%
34,075
+15,000
3062
$64K ﹤0.01%
30,229
+3,395
3063
$63K ﹤0.01%
17,245
+1,500
3064
$62K ﹤0.01%
20,000
3065
$62K ﹤0.01%
19,442
+2,924
3066
$62K ﹤0.01%
17,544
-26
3067
$61K ﹤0.01%
24,041
3068
$59K ﹤0.01%
20,239
3069
$59K ﹤0.01%
17,279
-59
3070
$59K ﹤0.01%
31,208
-1,100
3071
$57K ﹤0.01%
1,399
+536
3072
$57K ﹤0.01%
+16,187
3073
$57K ﹤0.01%
99,761
3074
$56K ﹤0.01%
20,265
+1,407
3075
$55K ﹤0.01%
30,605
+3,688
121 122
123
124 125