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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
– –
-1
1752
– –
-12,348
1753
– –
-21,600
1754
– –
-1,600
1755
– –
-15,300
1756
– –
-3,664
1757
– –
-195
1758
– –
-41,694
1759
– –
-37,714
1760
– –
-11,215
1761
– –
-16,677
1762
– –
-22,256
1763
– –
-30,512
1764
– –
-5,738
1765
– –
-194,810
1766
– –
-2,978
1767
– –
-10,574
1768
– –
-20,589
1769
– –
-8,175
1770
– –
-4,282
1771
– –
-6,457
1772
– –
-2,609
1773
– –
-7,629
1774
– –
-12,600
1775
– –
-66,791
69 70
71
72 73