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
$20.3B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,276
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$32.9M
3
+$30.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.5M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$21.4M

Top Sells

1
+$90.8M
2
+$78.2M
3
+$51.9M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$49.6M
5
BMY icon
Bristol-Myers Squibb
BMY
+$46.6M

Sector Composition

1 Technology 9.58%
2 Consumer Discretionary 4.97%
3 Financials 4.87%
4 Healthcare 3.87%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3076
– –
-8,924
3077
– –
-4,683
3078
– –
-11,614
3079
– –
-5,432
3080
– –
-1,532
3081
– –
-11,934
3082
– –
-10,460
3083
– –
-16
3084
– –
-6,693
3085
– –
-1,935
3086
– –
-9,501
3087
– –
-3,040
3088
– –
-11,586
3089
– –
-834
3090
– –
-3,971
3091
– –
-20,189
3092
– –
-1,157
3093
– –
-19,244
3094
– –
-11,630
3095
– –
-4,076
3096
– –
-16,244
3097
– –
-10,244
3098
– –
-14,000
3099
– –
-14,645
3100
– –
-3,528
122 123
124
125 126