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
1751
$817K ﹤0.01%
13,846
-1,303
1752
$817K ﹤0.01%
21,675
+52
1753
$814K ﹤0.01%
13,018
+2,030
1754
$813K ﹤0.01%
24,043
+1,158
1755
$812K ﹤0.01%
22,116
+450
1756
$812K ﹤0.01%
36,022
+20
1757
$811K ﹤0.01%
81,431
-13,924
1758
$810K ﹤0.01%
691
+314
1759
$809K ﹤0.01%
18,954
+12,878
1760
$808K ﹤0.01%
61,843
+2,559
1761
$806K ﹤0.01%
29,754
-1,316
1762
$804K ﹤0.01%
20,543
-1,356
1763
$803K ﹤0.01%
34,970
-1,245
1764
$803K ﹤0.01%
47,760
-159,881
1765
$803K ﹤0.01%
9,820
-3,448
1766
$803K ﹤0.01%
15,267
-5,080
1767
$803K ﹤0.01%
71,225
+44,339
1768
$802K ﹤0.01%
9,939
+369
1769
$802K ﹤0.01%
29,933
+3,213
1770
$801K ﹤0.01%
39,109
-2,917
1771
$800K ﹤0.01%
7,582
+2,173
1772
$799K ﹤0.01%
26,046
-5,931
1773
$797K ﹤0.01%
36,600
-4,375
1774
$796K ﹤0.01%
3,315
-1,276
1775
$794K ﹤0.01%
11,775
+1,356
69 70
71
72 73