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
1801
– –
-8,181
1802
– –
-6,772
1803
– –
-4,842
1804
– –
-11,500
1805
– –
-11,002
1806
– –
-16,674
1807
– –
-17,342
1808
– –
-27,899
1809
– –
-59,340
1810
– –
-9,468
1811
– –
-18,286
1812
– –
-20,729
1813
– –
-4,973
1814
– –
-40,036
1815
– –
-12,473
1816
– –
-1,083
1817
– –
-15,123
1818
– –
-20,800
1819
– –
-16,000
1820
– –
-1
1821
– –
-15,214
1822
– –
-4,481
1823
– –
-25,890
1824
– –
-12,167
1825
– –
-12,348
70 71 72
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