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
$5.39B
AUM Growth
+$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,844
New
Increased
Reduced
Closed

Top Buys

1
+$90.4M
2
+$35.6M
3
+$31.1M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.3M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$19.1M
2
+$16.4M
3
+$16.2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$9.43M

Sector Composition

1 Technology 4.52%
2 Healthcare 4.34%
3 Financials 4.33%
4 Industrials 4.28%
5 Consumer Staples 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
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-10,574
1752
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-20,589
1753
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-8,175
1754
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-4,282
1755
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1756
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-1,131
1757
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-8,262
1758
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-2,609
1759
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-7,629
1760
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-12,600
1761
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-66,791
1762
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-4,749
1763
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-10,401
1764
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-6,914
1765
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-66,880
1766
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-12,774
1767
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-10,024
1768
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-14,940
1769
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-17,829
1770
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-14,304
1771
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-15,701
1772
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-4,238
1773
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-9,676
1774
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-6,225
1775
– –
-17,551
69 70
71
72 73