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
3151
$8K ﹤0.01%
508
3152
$8K ﹤0.01%
2
-1
3153
$8K ﹤0.01%
15,232
3154
$4K ﹤0.01%
+11,000
3155
$4K ﹤0.01%
10,374
-828
3156
$4K ﹤0.01%
501
-1
3157
– –
0
3158
$4K ﹤0.01%
5,040
3159
$2K ﹤0.01%
27,626
-10,274
3160
– –
0
3161
$1K ﹤0.01%
10,550
3162
$1K ﹤0.01%
+10,500
3163
– –
-8,866
3164
– –
-5,501
3165
– –
-6,586
3166
– –
-12,470
3167
– –
-58,285
3168
– –
-10,407
3169
– –
-2,131
3170
– –
-55,975
3171
– –
-23,697
3172
– –
-6,388
3173
– –
-201,409
3174
– –
-12,600
3175
– –
-1,236
125 126
127
128 129