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
3176
– –
-19,705
3177
– –
-1,841
3178
– –
-5,208
3179
– –
-3,770
3180
– –
-18,598
3181
– –
-10,500
3182
– –
-13,143
3183
– –
-3,520
3184
– –
-29,205
3185
– –
-26,799
3186
– –
-6,981
3187
– –
-39,996
3188
– –
-146,573
3189
– –
-11,649
3190
– –
-5
3191
– –
-64
3192
– –
-996
3193
– –
-10,811
3194
– –
-940
3195
– –
-19,158
3196
– –
-43,048
3197
– –
-5,007
3198
– –
-43,841
3199
– –
-32,013
3200
– –
-34,303
126 127
128
129 130