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
1876
$701K ﹤0.01%
54,741
+8,436
1877
$701K ﹤0.01%
22,960
-1,000
1878
$699K ﹤0.01%
+32,022
1879
$699K ﹤0.01%
17,485
+2,330
1880
$698K ﹤0.01%
14,071
-1,126
1881
$698K ﹤0.01%
21,821
+249
1882
$698K ﹤0.01%
7,924
+1,384
1883
$696K ﹤0.01%
16,834
+798
1884
$696K ﹤0.01%
17,596
-2,310
1885
$696K ﹤0.01%
20,164
+4,311
1886
$694K ﹤0.01%
7,408
-906
1887
$693K ﹤0.01%
26,436
+1,005
1888
$693K ﹤0.01%
34,367
-349
1889
$692K ﹤0.01%
22,711
+2,597
1890
$692K ﹤0.01%
24,878
-2,749
1891
$689K ﹤0.01%
23,370
-4,051
1892
$687K ﹤0.01%
14,903
-341
1893
$687K ﹤0.01%
5,782
-369
1894
$686K ﹤0.01%
59,952
-350
1895
$685K ﹤0.01%
26,771
-1,048
1896
$684K ﹤0.01%
82,685
+5,950
1897
$684K ﹤0.01%
12,715
-46,771
1898
$683K ﹤0.01%
55,920
+3,444
1899
$683K ﹤0.01%
12,291
-631
1900
$682K ﹤0.01%
6,606
+2,178
74 75
76
77 78