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
$8.87B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,307
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$14.4M
3
+$14.4M
4
BND icon
Vanguard Total Bond Market
BND
+$14.1M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$13.6M

Top Sells

1
+$24.6M
2
+$10.2M
3
+$10M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$9.59M
5
NOC icon
Northrop Grumman
NOC
+$9.5M

Sector Composition

1 Technology 5.47%
2 Financials 4.99%
3 Healthcare 3.94%
4 Industrials 3.75%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$327K ﹤0.01%
6,308
+1,490
1602
$326K ﹤0.01%
53,565
-4,478
1603
$325K ﹤0.01%
53,021
+7,590
1604
$325K ﹤0.01%
11,364
+3,202
1605
$325K ﹤0.01%
29,170
-2,900
1606
$324K ﹤0.01%
8,907
+1,517
1607
$324K ﹤0.01%
6,145
+1,270
1608
$324K ﹤0.01%
27,707
-3,056
1609
$324K ﹤0.01%
5,750
1610
$323K ﹤0.01%
13,286
-15,859
1611
$323K ﹤0.01%
12,737
+1,710
1612
$323K ﹤0.01%
11,294
1613
$322K ﹤0.01%
1,968
-100
1614
$322K ﹤0.01%
34,431
1615
$321K ﹤0.01%
16,228
+5,287
1616
$321K ﹤0.01%
+19,435
1617
$321K ﹤0.01%
10,145
+1,131
1618
$321K ﹤0.01%
24,511
+6,462
1619
$321K ﹤0.01%
44,989
-3,039
1620
$320K ﹤0.01%
17,101
-12,285
1621
$318K ﹤0.01%
25,008
+3,220
1622
$318K ﹤0.01%
+101,170
1623
$318K ﹤0.01%
12,523
-2,207
1624
$318K ﹤0.01%
5,233
+151
1625
$318K ﹤0.01%
8,440
+1,620
63 64
65
66 67