We are live on ! Find out more
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
1776
– –
-10,429
1777
– –
-66,880
1778
– –
-12,774
1779
– –
-10,024
1780
– –
-14,940
1781
– –
-17,829
1782
– –
-14,304
1783
– –
-15,701
1784
– –
-4,238
1785
– –
-9,676
1786
– –
-6,225
1787
– –
-17,551
1788
– –
-10,511
1789
– –
-28,831
1790
– –
-42,250
1791
– –
-16,494
1792
– –
-4,844
1793
– –
-14,587
1794
– –
-2,704
1795
– –
-40,059
1796
– –
-10,253
1797
– –
-10,462
1798
– –
-10,039
1799
– –
-20,617
1800
– –
-8,324
70 71
72
73 74