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
$6.8B
AUM Growth
+$947M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,018
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$49.6M
3
+$36.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$22.1M

Top Sells

1
+$9.78M
2
+$8.06M
3
+$7.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.06M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$7.06M

Sector Composition

1 Technology 4.99%
2 Financials 4.82%
3 Healthcare 4.39%
4 Industrials 4.19%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$25K ﹤0.01%
+1,064
1902
$25K ﹤0.01%
48
1903
$23K ﹤0.01%
17,700
-4,600
1904
$22K ﹤0.01%
+26,114
1905
$21K ﹤0.01%
+4,308
1906
$21K ﹤0.01%
560
1907
$20K ﹤0.01%
3,359
1908
$19K ﹤0.01%
19,855
-275
1909
$17K ﹤0.01%
10,600
1910
$17K ﹤0.01%
1,641
+3
1911
$16K ﹤0.01%
+20,000
1912
$15K ﹤0.01%
19,249
+465
1913
– –
0
1914
$12K ﹤0.01%
1,200
1915
$10K ﹤0.01%
1,135
1916
– –
0
1917
$8K ﹤0.01%
1,067
-500
1918
$6K ﹤0.01%
+2,000
1919
$4K ﹤0.01%
11,622
-400
1920
– –
-18,994
1921
– –
-249
1922
– –
-2,949
1923
– –
-4,576
1924
– –
-5,402
1925
– –
-1,585
75 76
77
78 79